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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-02-07 |
| TX | RA | APPROVED | 2014-02-05 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 | 01/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 02/2014 | Present |
I*: 2413267 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Florida, 32092 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 05/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-12 |
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