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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-12-02
FL RA APPROVED 2014-11-12
  • TX RA
    APPROVED_RES
    Since 2014-12-02
  • FL RA
    APPROVED
    Since 2014-11-12

Branch Locations

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 06/2014 Present
Bank Of America, N.A. Jacksonville FL 09/2014 Present
Other Businesses

I*104637FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: EDWARD CLOHESSEYINVESTMENT RELATED: NADDRESS OF BUSINESS:JACKSONVILLE, FLORIDA 32246NATURE OF BUSINESS: SOLE PROPRIETORSHIP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/1/2017NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: I AM A LANDLORD OF THIS PROPERTY I*5004272, Entity Type: Entity For Profit, Name of OBA: Ai VoiceHost LLC, Address: St Petersburg, Florida, 33702, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 07/27/2026, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: As the sole owner and operator of AIVoiceHost, my responsibilities include: setting up and configuring AI voice assistant services for small business clients; managing the software platforms and hosting accounts the service runs on; marketing the service and onboarding new clients; providing ongoing customer support and troubleshooting; invoicing and general business administration (bookkeeping, vendor payments, recordkeeping). All of these activities are performed personally by me outside of firm business hours. I have no employees, and I do not manage or handle funds for any other person in connection with this activity. AIVoiceHost is a technology services business I own and operate outside of firm hours. The business provides AI-powered voice assistant services to small local businesses — such as automated phone answering, appointment scheduling, and customer inquiry handling — hosted and managed on behalf of the client. Revenue comes solely from monthly service fees paid by subscribing small businesses. The activity is not investment-related. It involves no securities, insurance, banking, lending, or financial advisory products or services of any kind. I will not solicit or provide any financial, investment, or advisory services through this business, and no Merrill clients will be solicited. No firm time, resources, systems, or client information will be used. All work is performed on my own time using my own equipment.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-06
  • S66 Uniform Combined State Law Examination
    2014-11-06

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