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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-10-14 |
Branch Locations
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Service Llc | Jacksonville | FL | 07/2010 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2016 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 10/2016 | Present |
I*4667272 Entity Type: Rental Property Name of OBA: Rental Property - 05-Jun-26 - 1 Address: Saint Johns, Florida, 32259 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-owner with other family members/Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-07 |
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