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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-30 |
| FL | RA | APPROVED | 2021-03-23 |
Branch Locations
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 | 07/2013 | 07/2018 |
| Bank Of America | Jacksonville | FL | 07/2013 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2018 | 05/2020 |
| Unemployed | Jacksonville | FL | 07/2018 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2020 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
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