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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-06 |
| FL | RA | APPROVED | 2016-05-27 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • 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 | 04/2016 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 06/2016 | Present |
I*1325268For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: RP, RP, RPNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 5/31/2023Number of hours devoted: 12 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: ,I*1479317For profit or not for profit: Entity For ProfitName of outside business organization: 521 Properties LLCInvestment related: NAddress of business: Tallahassee, Florida, 32309, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 6/1/2023Number of hours devoted: 1 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , Purpose is to own rental property. My role is property manager. I*1771271 For Profit Name of OBA: 521 Cars Address: Tallahassee, Florida, 32309 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/05/2024 No Hours: 1 No Hours during trading: 0 Duties: Provide money for the purchase of cars at auction to be sold at a local car dealership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-13 |
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