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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-22 |
Branch Locations
North Ridgeville, OH • United States
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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