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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-06-14
  • FL RA
    APPROVED
    Since 2013-06-14

Branch Locations

824 A1A N, Ponte Vedra Beach, FL 32082 • United States

22 Bull St, Savannah, GA 31401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 06/2013 Present
Nova Southeastern University Jacksonville FL 04/2011 Present
Previous Registrations
Other Businesses

I*431329For profit or not for profit: Entity For Profit Name of outside business organization: Talata's Truth LLC Investment related: No Address of business: Jacksonville, Florida, 32225Nature of business: Limited Liability Company Position, title, association: Other, Treasurer, Start date of relationship: 6/5/2020Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Family Held, small business to create and sell handmade items. The business will also work with small businesses in need of organization and non-financial development (in the form of consulting or contracts) I*2155258, Entity Type: Entity Charitable, Name of OBA: D B W Policy Center, Address: Jacksonville, Florida, 32203, Investment Related: No, Position, Title, Association: Board Member, Employee State Date: 01-Apr-2025, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: Board of Directors member I*416387, Entity Type: Entity Charitable, Name of OBA: Jacksonville Country Day School, Address: Jacksonville, Florida, 32256, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/02/2021, No Hours: 3 Monthly, No Hours during Trading: 2 Monthly, Duties: Role 1: Board Secretary - focuses on documenting board routines Role 2: Governance Committee Lead - focuses on professional development and reviewing board structure. Focus on the independent schools structure and community impact. We are responsible for the performance of the Head of School, recommending changes to tuition, and partnering with the school for large philanthropic initiatives.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-19
  • S66 Uniform Combined State Law Examination
    2009-10-19
Other Names
  • Bernice Talata Davis
  • Bernice T Davis
  • Bernice Talata Davis
  • Bernice T Regis

View on SEC IAPD

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