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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-07 |
| TN | RA | APPROVED | 2013-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 05/2012 | Present |
| Bank Of America, N.A. | Nashville | TN | 02/2015 | Present |
I*5843 Entity Type: Rental Property Name of outside business organization: L. J. L. Investment related: No Address of business: Brentwood, Tennessee 37027 Position, title, association: Co-owner with other family members Start date of relationship: 2/1/2018 Number of hours devoted: 5 hrs mthly Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members of rental property I*: 2829275 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Franklin, TN 37064 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/01/2025 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-16 |
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