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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-20 |
| TX | RA | APPROVED_RES | 2022-06-16 |
Branch Locations
9000 Southside Blvd Ci Client 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 | 06/2021 | Present |
| Cantina Louie | Jacksonville | FL | 05/2020 | Present |
| Brinker - Chilis | Jacksonville | FL | 03/2020 | 06/2020 |
| Amazon | Jacksonville | FL | 04/2020 | 05/2020 |
| Tequilas Town | Jacksonville | FL | 09/2019 | 03/2020 |
| Salsas | Jacksonville | FL | 12/2018 | 09/2019 |
| Ihop | Jacksonville | FL | 08/2018 | 12/2018 |
| La Nopalera | Jacksonville | FL | 09/2018 | 12/2018 |
| Perschel & Meyer | Jacksonville | FL | 06/2018 | 07/2018 |
| Uber | Jacksonville | FL | 02/2018 | 09/2018 |
| Lyft | Jacksonville | FL | 02/2018 | 09/2018 |
| Papa Johns | Jacksonville | FL | 07/2016 | 04/2018 |
| Ss&C Advent | Jacksonville | FL | 02/2021 | 06/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2022 | Present |
I* 1506297For profit or not for profit: Entity For Profit,Entity Publicly TradedName of outside business organization: Uber Technologies, Inc.Investment related: noAddress of business: San Francisco, CA, 94103Nature of business: CorporationPosition, title, association: Consultant/Independent ContractorStart date of relationship: 09/30/2023Number of hours devoted: 5 weeklyNumber of hours devoted during trading hours: 0Duties: food delivery I* 1525274For profit or not for profit: Entity For Profit, Entity Publicly Traded Name of outside business organization: DoorDash IncInvestment related: noAddress of business: San Francisco, CA, 94107Nature of business: Corporation Position, title, association: Employee, Consultant/Independent Contractor Start date of relationship: 10/09/2023Number of hours devoted: 5 weekly Number of hours devoted during trading hours: 0Duties: delivery driver I*: 2154310 Entity Type: For Profit Name of OBA: Florida Epoxy Coatings LLC Address: Jacksonville, FL 32217 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/08/2025 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: I will be opening an LLC with a partner to star a floor and coating contractor. I will be a partner and investor in the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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