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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-22 |
| FL | RA | APPROVED | 2012-09-06 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 | Delray Beach | FL | 01/2010 | Present |
| Bank Of America, N.A. | Delray Beach | FL | 04/2020 | Present |
I*755247For profit or not for profit: Name of outside business organization: J&D TBJJP LLCInvestment related: NoAddress of business: Position, title, association: Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: My fathers business (a restaurant/diner called Danos Diner in atlantic beach, fl), authorized member on llc for succession purposes/estate planning. I have no involvement in the business at all. I*3828275 Entity Type: Entity For Profit Name of OBA: Pilates Prince LLC Address: Jackosnville, Florida, 32224 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/01/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: retail pilates apparel, socks, sweatshirts, shirts designing, ordering apparel, embroidery, co-running social media-Instagram handle pilatesprinceco- no posts yet, just secured the handle, fulfilling orders. my responsibilites, along with my sisters will be posting pictures of products mentioned, arranging styled photos
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-30 |
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