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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-13 |
| FL | RA | APPROVED | 2015-11-12 |
Branch Locations
9000 Southside Blvd Investment Solutions Group, Jacksonville, FL 32256 • 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 | 05/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 11/2015 | Present |
I*1474285 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Jacksonville, Florida, 32221, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/1/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I*1515273 For profit or not for profit: Entity For Profit Name of outside business organization: AGJ PROPERTIES LLC Investment related: N Address of business: JACKSONVILLE, Florida, 32244, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 10/7/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: , Hold rental properties and sell properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-26 |
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