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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-30 |
| FL | RA | APPROVED | 2017-09-21 |
Branch Locations
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
Jacksonville, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 02/2010 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2017 | Present |
I*1809274, Entity Type: Entity for Profit, Name of OBA: CycleBar, Address: Jacksonville, FL, 32204, Investment Related: No, Position, Title, Association: Employee, Employee Start Date: 06/01/2024, No Hours: 3 hrs/weekly, No Hours during trading: 0, Duties: Teaching spin classes. I*3599276 Entity Type: Entity For Profit Name of OBA: Hireformance Institue Address: Jacksonville, Florida, 32225 Investment Related: No Position, Title, Association: Other Employee Start Date: 02/01/2026 Number of Hours: 6, Weekly Number of Hours during trading: 0, Weekly Duties: Fitness Pilates Instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-21 |
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