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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-08-31 |
| TX | RA | APPROVED_RES | 2002-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 07/1999 | Present |
| Bank Of America,N.A. | Gilbert | AZ | 06/2011 | Present |
I*838284 Entity Type: For Profit Name of outside business organization: JLS Holdings Investment related: No Address of business: Chandler, Arizona, 85249 Position, title, association: Owner, Start date of relationship: 5/10/2022Number of hours devoted: 2 hours Weekly Number of hours devoted during trading hours: 0 Duties: Real Estate Purchase. Buy improve and sale. I*698268, Entity Type: For Profit Name of outside business organization: JLS Holdings LLC Investment related: No Address of business: Chandler, Arizona, 85249 Position, title, association: Owner, Start date of relationship: 2/14/2022 Number of hours devoted: 1 hour Weekly Number of hours devoted during trading hours: 0 Duties: Purchase and own rental properties I*2213265, Entity Type: Entity For Profit, Name of OBA: JLS Holdings LLC, Address: Chandler, Arizona, 85286, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 03/24/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: To buy, rent and sell single family homes I*3217287 Entity Type: Entity For Profit Name of OBA: JLS Holdings LLC Address: Chandler, Arizona, 85286 Investment Related: No Position, Title, Association: Officer Employee Start Date: 01/10/2026 Number of Hours: 60, Yearly Number of Hours during trading: 0 Duties: Real Estate purchase (flip) Purchase, renovate, sell. I*698268 Entity Type: For Profit Name of OBA: JLS Holdings LLC Address: Chandler, Arizona, 85286 Investment Related: No Position, Title, Association: Landlord Employee Start Date: 02/14/2022 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Investment Property Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-17 |
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