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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-06 |
| FL | RA | APPROVED | 2010-03-10 |
Branch Locations
9000 Southside Blvd Preferred Investment Sales, Jacksonville, FL 32256 • 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 | 02/2010 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 02/2010 | Present |
I*: 2621269 Entity Type: For Profit Name of OBA: Swinglab Development Group LLC Address: Saint Johns, FL 32259 Investment Related: No Position, Title, Association: Officer, General Partner/Managing Member, Owner Employee Start Date: 07/02/2025 Number of Hours: 15 hrs mthly Number of Hours during trading: 0 Duties: Owner/operator- responsible for overseeing branding, inventory, event coordination, and general business operations. All activities will be performed outside of Merrill working hours and will not involve Merrill clients or resources.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-07 |
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