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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-04-20 |
| TX | RA | APPROVED | 2016-03-15 |
Branch Locations
9000 Southside Blvd Ci Client Management, 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 | 01/2016 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 03/2016 | Present |
I*90231 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GRAYSON CAPITAL HOLDINGS LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: TALLAHASSEE, FLORIDA 32312 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 11/30/2007 NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: IT IS A FAMILY ENTITY WHICH HOLDS CASH BELONGING TO MYSELF, MY SISTER, AND MY PARENTS. THE ENTITY DOES NOT HAVE ANY OTHER HOLDINGS AT THIS TIME BUT MAY ACQUIRE REAL PROPERTY IN THE FUTURE I*137769 For profit or not for profit: For-Profit Organization Name of outside business organization: SGK Capital Management Investment related: N Address of business: Clearwater, Florida 33764 Nature of business: LLC, Position, title, association: Other, Business Partner -help with self funding/decisions Start date of relationship: 4/1/2021 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Collegiate Classmates turning into Lifelong Business Partners Purpose of establishing LLC was to capitalize on Real Estate opportunities through the state of Florida Real Estate Investment Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-14 |
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