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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-04 |
| FL | RA | APPROVED | 2023-03-03 |
Branch Locations
Saint Augustine, FL • United States
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2015 | 02/2021 |
| Best Bet | Orange Park | FL | 08/2017 | 02/2018 |
| Atlantic Tree Removal And Stump Grinding Llc | Orange Park | FL | 10/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 02/2021 | 01/2022 |
| Bank Of America, N.A. | Jacksonville | FL | 04/2021 | 01/2022 |
| Fidelity Investments | Jacksonville | FL | 01/2022 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-05 |
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