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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-14 |
| FL | RA | APPROVED | 2011-02-01 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2010 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 10/2013 | Present |
I*1491273 For profit or not for profit: Entity For Profit Name of outside business organization: S&S Tree Service Investment related: N Address of business: Jacksonville, Florida, 32258, United States Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 5/10/2021 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , The business is a tree service, trimming and removing trees. My role is financing the operation (advertising, equipment, etc.). I do not handle the daily administrative activities nor do the physical labor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-21 |
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