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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| FL | RA | APPROVED | 2009-10-23 |
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 | Neptune Beach | FL | 10/2009 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 12/2009 | Present |
I*: 487733 Entity Type: Fiduciary role Name of OBA: POA Address: Jacksonville, FL 32224 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/29/2016 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-16 |
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