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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-08-17
FL RA APPROVED 2015-06-24
  • TX RA
    APPROVED
    Since 2015-08-17
  • FL RA
    APPROVED
    Since 2015-06-24

Branch Locations

3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States

101 E Kennedy Blvd, Tampa, FL 33602 • United States

Tampa, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 06/2010 Present
Other Businesses

I*1024265, Name of OBA: Rental Property 1 Address: Jacksonville Beach, FL Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 10/6/2022 No Hours: 5 Monthly No Hours during trading: 0 Duties:I*1225252For profit or not for profit: Entity For ProfitName of outside business organization: DG Property ManagementInvestment related: NAddress of business: Jacksonville Beach, Florida, 32250Nature of business: Limited Liability CompanyPosition, title, association: Owner, Start date of relationship: 4/10/2023Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Rental Property Management.I*438733, Entity Type: Entity For Profit, Name of OBA: AIM Supplements LLC, Address: St. Johns, Florida 32259, Investment Related: N, Position, Title, Association: Other,Committee, Employee Start Date: 08/15/2019, No Hours: 2, No Hours during trading: 0, Duties: AIM Supplements LLC - is a supplement company that sells supplements, like protein that you take after a workout to recover your muscles. My friend owns it and asked me to help him promote the brand and it's products. I*4513320 Entity Type: Fiduciary Role Name of OBA: Marijan Grgic IRA and Roth Accounts Address: Jacksonville, Florida, 32246 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/06/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Child/Grandchild I*4516275 Entity Type: Fiduciary Role Name of OBA: Jozefa Grgic IRA and Roth POA Accounts Address: Jacksonville, Florida, 32246 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/06/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Child/Grandchild

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-06
  • S66 Uniform Combined State Law Examination
    2015-06-06

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