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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-24 |
| TX | RA | APPROVED | 2014-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2014 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2014 | Present |
OBA ID: 1656272 OBA Name: Rental Property 1 Location: Ponte Vedra, FL Start Date: 3/1/2024 Investment Related Activity: Yes Duties: I*1663286, Name of OBA: B. S. and F. S. Trust (Not yet established )Address: MYRTLE BEACH,SOUTH CA Investment Related: NO Position, Title, Association: Successor Trustee Employee Start Date:02/01/2024 No Hours: Weekly No Hours during trading:0 Duties: I*4503279 Entity Type: Fiduciary role Name of OBA: J. D. Address: Ponte Vedra, Florida, 32084 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/24/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-19 |
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