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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-22
  • FL RA
    APPROVED
    Since 2020-09-22

Branch Locations

North Ridgeville, OH • United States

9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2014 Present
Other Businesses

I*124326For profit or not for profit: Non-Profit OrganizationName of outside business organization: Friends of Jacksonville AnimalsInvestment related: NoAddress of business: Jacksonville, Florida 32204Position, title, association: Volunteer coordinatorStart date of relationship: 10/11/2018Number of hours devoted: 5 hours MonthlyNumber of hours devoted during trading hours: 0Duties: Fundraising organization to support local municipal animal shelter Volunteer coordinator, distributing event information I*1161287For profit or not for profit: Entity For ProfitName of outside business organization: Foodie XperiencesInvestment related: NoAddress of business: Hilliard, Florida, 32046Position, title, association: Owner Start date of relationship: 3/1/2023Number of hours devoted: 8 hour( MonthlyNumber of hours devoted during trading hours: 0Duties: Personal business focused on reviewing independent restaurants in the US and abroad. I would serve as one of 4 partners in the LLC to manage the social media and branding. I*: 2512304Entity Type: For ProfitName of OBA: Deyoasis LLCAddress: Hilliard, FL 32046Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 08/23/2024Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0Duties: LLC co-owner, social media coordinator I*3480265, Entity Type: Entity For Profit, Name of OBA: True North Strategy LLC, Address: Hilliard, Florida, 32045, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 01/12/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: TNS provides strategic advisory services related to organizational effectiveness, workflow optimization, and the development of scalable, self-service resources. Services are advisory and operational in nature and are limited to internal business processes. TNS does not serve financial services firms, as doing so could present a potential conflict of interest with my role at Bank of America. The firm operates across a wide range of non-financial industries and primarily supports organizations in periods of growth or operational transformation. TNS does not provide financial advice, financial products, or regulated financial services. In contrast, my role at Bank of America is a learning and training design position (Design Consultant) focused exclusively on the creation of training materials and structured training programs for Merrill Financial Advisors. My responsibilities are limited to instructional design, curriculum development, and learner experience within an established corporate training framework. True North Strategy (TNS) is an independent business consulting firm that focuses on helping small to mid-sized organizations improve internal operating processes, governance structures, and client engagement models.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-29
  • S66 Uniform Combined State Law Examination
    2020-06-29
Other Names
  • Victoria Grace Singer

View on SEC IAPD

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