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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-29 |
| FL | RA | APPROVED | 2016-12-15 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
Ponte Vedra, FL • United States
1114 Ave Of The Americas, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2014 | Present |
| Bank Of America, Na | Jacksonville | FL | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-11 |
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