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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
| FL | RA | APPROVED | 2024-01-24 |
Branch Locations
Saint Johns, FL • United States
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • 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 | Jacksonville | FL | 03/2007 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2007 | Present |
Name of the other businessJulington Creek Baseball Whether the business is investment-relatedNo Address of the other businessSt Johns, FL 32259 Nature of the other businessVolunteer Baseball Coach Your positionHead Baseball Coach Title, or relationship with the other businessN/A Start date of your relationshipSept 6, 2023 Approximate number of hours/month you devote to the other business~20 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessCoaching and developing youth baseball players in the local community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-11 |
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