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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-15 |
| FL | RA | APPROVED | 2010-09-23 |
Branch Locations
Terrell Hills, TX • United States
50 N Laura St, Jacksonville, FL 32202 • United States
39001 W 12 Mile Rd, Farmington Hills, MI 48331 • 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 | 06/2010 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 07/2010 | Present |
I*3028266, Entity Type: , Name of OBA: Rental Property 1, Address: Jacksonville, Florida, 32256, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 06/01/2025, No Hours: 0 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-08 |
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