Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-05
FL RA APPROVED 2014-07-30
  • TX RA
    APPROVED_RES
    Since 2022-07-05
  • FL RA
    APPROVED
    Since 2014-07-30

Branch Locations

Jacksonville, FL • United States

9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • 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 01/2013 Present
Other Businesses

I*2929309, Entity Type: , Name of OBA: Rental Property 1, Address: Jacksonville, Florida, 32257, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 09/01/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-03
  • S66 Uniform Combined State Law Examination
    2014-07-03

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor