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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-27 |
| FL | RA | APPROVED | 2010-08-18 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
25 N Maple Ave Ci Relationship Management, Ridgewood, NJ 07450 • United States
St Augustine, 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 | 07/2010 | Present |
| Bank Of America N.A | Jacksonville | FL | 07/2010 | Present |
I*86820 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY 2 INVESTMENT RELATED: Y ADDRESS OF BUSINESS: JACKSONVILLE, FLORIDA 32258 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/2/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I OWN A TOWNHOME WHICH I RENT OUT MONTHLY I*93262 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY 3 INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSONVILLE, FLORIDA 32258 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 42505 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL PROPERTY THAT I OWN AND WILL BE THE LANDLORD. MY RESPONSIBILITY IS TO MAINTAIN THE PROPERTY AND COLLECT RENT. I*129355 For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Property 4 Investment related: N Address of business: Jacksonville, Florida 32258 Nature of business: Family Business, Position, title, association: Owner, Start date of relationship: 1/24/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Rental Property I*129528 For profit or not for profit: For-Profit Organization Name of outside business organization: X Properties LLC Investment related: Y Address of business: St. Augustine, Florida 32092 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/28/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The LLC is created to house the existing rental properties that we already own and are listed in AIM separately. Only members will be myself and my wife. Compensation listed is from 4 individual rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-14 |
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