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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-02 |
| TX | RA | APPROVED | 2019-01-31 |
| GA | RA | APPROVED | 2018-07-09 |
Branch Locations
9000 Southside Blvd, Jacksonville, FL 32256 • United States
One Bryant Park, 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 | Alpharetta | GA | 02/2016 | Present |
| Bank Of America, N.A. | Alpharetta | GA | 02/2016 | Present |
I*1431253Entity Type: Rental PropertyName of outside business organization: Rental Property 1Investment related: NoAddress of business: Jacksonville, Florida, 32233Position, title, association: Sole ownerStart date of relationship: 9/1/2023Number of hours devoted: 1 hour MonthlyNumber of hours devoted during trading hours: 0Duties: Sole owner of rental property I*1435280Entity Type: Rental PropertyName of outside business organization: Rental Property 2Investment related: NoAddress of business: Jacksonville, Florida, 32233Position, title, association: Sole ownerStart date of relationship: 9/1/2023Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: Sole owner of rental property I*: 2506278 Entity Type: For ProfitName of OBA: Suite Life LLC Address: Tallahassee, FL 32312 Investment Related: NoPosition, Title, Association: Owner Employee Start Date: 06/15/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: paying bills and answering messages, short term rental property I*4683291, Entity Type: Entity For Profit, Name of OBA: Entity not yet formed, Address: Jacksonville, Florida, 32207, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 06/16/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Limited administrative support activities and coordination on a part-time basis outside of Bank of America working hours. Small independently owned business providing basic administrative support services on a limited, part-time basis outside of Bank of America working hours. Activity will not involve financial services, investment activities, or Bank of America clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-21 |
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