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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-17 |
| FL | RA | APPROVED | 2016-11-28 |
Branch Locations
9000 Southside Blvd Ci Relationship 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 | 05/2013 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2014 | Present |
I*707239 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: st augustine, Florida, 32086 Nature of business: Position, title, association: Sole owner, Start date of relationship: 2/2/2022 Number of hours devoted: 0 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-06 |
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