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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-30 |
| FL | RA | APPROVED | 2017-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State University | Tallahassee | FL | 05/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2017 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2017 | Present |
I*2139267, Entity Type Fiduciary, Name of OBA: A C M IRREV TR Address: JacksonvilleFlorida32224 Investment Related: No Position, Title, Association: Trustee Employee Start Date:12/27/2024 No Hours: 1 yearly No Hours during trading: 1 yearly Duties: I*4317269, Entity Type: , Name of OBA: L M, Address: Jacksonville, Florida, 32224, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/30/2026, No Hours: 2 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-07 |
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