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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-08-16 |
| TX | RA | APPROVED | 2011-08-11 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
Jacksonville, FL • 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 | 09/2009 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 04/2012 | Present |
I*99716FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:JACKSONVILLE, FLORIDA 32210NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 42370NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS LLC IS A REAL ESTATE HOLDING COMPANY. OWNERSHIP TRANSFERRED IN TO TRUST AS A RESULT OF MY FATHER'S PASSING AND THE SETTLEMENT OF THE ESTATE. I*99710FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:JACKSONVILLE, FLORIDA 32210NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 42370NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS LLC IS A REAL ESTATE HOLDING COMPANY. OWNERSHIP TRANSFERRED IN TO TRUST AS A RESULT OF MY FATHER'S PASSING AND THE SETTLEMENT OF THE ESTATE. I*99718FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: J A A FAMILY FOUNDATIONINVESTMENT RELATED: YADDRESS OF BUSINESS:JACKSONVILLE, FLORIDA 32210NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: OTHER, NO ACTIVE ROLESTART DATE OF RELATIONSHIP: 36526NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS IS A CHARITABLE ORGANIZATION STARTED BY MY GRANDFATHER THAT I HAVE NO ACTIVE ROLE IN. I*99714FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:JACKSONVILLE, FLORIDA 32210NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 42370NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS LLC IS A REAL ESTATE HOLDING COMPANY. OWNERSHIP TRANSFERRED IN TO TRUST AS A RESULT OF MY FATHER'S PASSING AND THE SETTLEMENT OF THE ESTATE. I*2734261, Entity Type: Entity Charitable, Name of OBA: Riverside Presbyterian Day School, Address: Jacksonville, Florida, 32204, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/16/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: As a board member, I will be expected to give input on large picture decisions about the direction of the school. There are generally monthly meetings where this input is discussed amongst the board members and the head of school. I will be asked to serve on a committee, but that is yet to be determined. If selected to be part of the finance committee I will update my AIM disclosure. Elementary school that my children attend
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-10 |
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