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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
| FL | RA | APPROVED | 2025-06-24 |
Branch Locations
9000 Southside Blvd, Jacksonville, FL 32256 • United States
75 Port City Lndg, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Jacksonville | FL | 05/2012 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | CO | 04/2012 | 05/2025 |
NAME OF OUTSIDE BUSINESS ORGANIZATION: 45 BUYERS GROUP INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: DELRAY BEACH, FLORIDA NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, CONTRACT INDEPENDENT TRAVEL AGENT START DATE OF RELATIONSHIP: 2/1/2017 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE PURPOSE OF THE ENTITY IS TO SELL AND BOOK TRAVEL. MY RESPONSIBILITY WILL BE AS AN INDEPENDENT TRAVEL AGENT. NAME OF OUTSIDE BUSINESS ORGANIZATION: PLANNET MARKETING INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: SNELLVILLE, GEORGIA NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, INDEPENDENT CONTRACTOR START DATE OF RELATIONSHIP: 2/1/2017 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PLANNET MARKETING REP WHO SELLS THE INTELETRAVEL HOME-BASED INDEPENDENT TRAVEL AGENT BUSINESS AND EARNS A DIRECT SALES COMMISSION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-14 |
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