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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-01-15 |
| TX | RA | APPROVED | 2015-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 10/2014 | Present |
I*: 2087264Entity Type: Entity Charitable Name of OBA: Gator Bowl Charities Address: Jacksonville, FL 32202Investment Related: No Position, Title, Association: Committee Employee Start Date: 11/12/2024Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: Scholarship selection committee. A group of us selects up to 4 students to receive a $2500 scholarship each based on Academics, extra curriculars, volunteering, etc. I*2137289, Entity Type Entity Charitable, Name of OBA: Foodies Care Address: JacksonvilleFlorida32207 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/10/2025 No Hours: 15 monthly No Hours during trading: 0 Duties: I*: 2139266 Entity Type: Fiduciary role Name of OBA: S. F M. IRRV TR Address: Jacksonville, FL 32224 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/27/2024 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-12 |
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