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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| FL | RA | APPROVED | 2009-01-28 |
Branch Locations
1604 E Main St, Spartanburg, SC 29307 • United States
Jacksonville, FL • United States
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 12/2004 | Present |
I*101526 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: AUGUST JUNE PROPERTIES, LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: JACKSONVILLE, FLORIDA 32216 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/28/2017 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE ENTITY IS BEING CREATED TO BE THE OWNER OF A BUILDING THAT MY WIFE AND I ARE ATTEMPTING TO BUY TO BE THE PERMANENT LOCATION FOR HER BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-17 |
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