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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-16 |
| FL | RA | APPROVED | 2015-11-18 |
Branch Locations
60 Cathedral Pl, Saint Augustine, FL 32084 • 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 | Jacksonville | FL | 04/2009 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2015 | Present |
I*88206FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:SAINT AUGUSTINE, FLORIDA 32080NATURE OF BUSINESS: OTHER,RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/18/2011NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FORMER PRIMARY RESIDENCE THAT IS NOW A RENTAL PROPERTY. THERE IS NO LLC OR OTHER BUSINESS ENTITY IN PLACE.I*89249FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:GROVETOWN, GEORGIA 30813NATURE OF BUSINESS: OTHER,RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/15/2008NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FORMER PRIMARY RESIDENCE THAT IS NOW A RENTAL PROPERTY. THERE IS NO LLC OR OTHER BUSINESS ENTITY IN PLACE I* 501680 For profit or not for profit: Name of outside business organization: Rental Property 3 Investment related: no Address of business: Palm Coast, FL, 32164 Nature of business: Position, title, association: Sole owner Start date of relationship: 09/01/2018 Number of hours devoted: 1 monthly Number of hours devoted during trading hours: 0 Duties: I* 497777 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: no Address of business: Grovetown, GA, 30813 Nature of business: Position, title, association: Sole owner Start date of relationship: 09/15/2008 Number of hours devoted: 1 monthly Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
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