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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 11/2018 | 04/2023 |
| Bank Of America, N.A. | Charlotte | NC | 06/2014 | 04/2023 |
| Jpmorgan Chase Bank, N.A. | Ponte Vedra Beach | FL | 04/2023 | 08/2025 |
| J.P. Morgan Securities Llc | Ponte Vedra Beach | FL | 04/2023 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 10/2025 | Present |
| Transition Period Between Firms | Jacksonville | FL | 08/2025 | 10/2025 |
| Florida State College At Jacksonville | Jacksonville | FL | 08/2009 | 12/2021 |
I*3087266, Entity Type Entity Charitable, Name of OBA: Florida State College at Jacksonville FoundationAddress: JacksonvilleFlorida32202 Investment Related: No Position, Title, Association: Committee,Board MemberEmployee Start Date: 11/10/2025No Hours: 2 monthly No Hours during trading: 2 monthly Duties: My responsibilities on this board include building awareness about the local college here in Jacksonville and the programs offered through the college. As an alumni member, we look at ways to engage the alumni and create events to host and facilitate introductions and engagement. Non-profit board member that does not include compensation. I represent the alumni committee for this board position. I*3087268, Entity Type Entity Charitable, Name of OBA: The Arc JacksonvilleAddress: JacksonvilleFlorida32202 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/07/2025No Hours: 15 yearly No Hours during trading: 0 Duties: My responsibilities as a board member is to raise awareness of the organization and the programs and services offered to individuals with disabilities within our community. Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-01 |
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