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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2013 | Present |
| Nova Southeastern University | Jacksonville | FL | 04/2011 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-19 |
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