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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-21 |
| FL | RA | APPROVED | 2014-06-25 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
Jacksonville, FL • United States
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 | Jacksonville | FL | 05/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 07/2014 | Present |
I*2026506, Entity Type: Entity Charitable Name of OBA: Paxon Golden Eagles Parents Association Address: Jacksonville, FL 32254 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/09/2024 No Hours: 4 No Hours during trading: 0 Duties: I have been a Paxon High school band parent for 3 years of high school. This year we are starting a 501(c)3 for fund raising. The 501(c)3 is still under formation and is currently in application status with state of FL. I have been nominated for the board as there are only 6 parents who have been in regular attendance. My proposed role would be "Business Manager" and per the by-laws of the association i would be responsible for "business correspondence, advertising and all matters of publicity as they arise from time to time".
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-20 |
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