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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-09 |
| TX | RA | APPROVED | 2023-03-08 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 11/2022 | Present |
| St. John's County Schools/Bartram Trail High School | St. Augustine | FL | 08/2022 | 11/2022 |
| Clay County Schools/Fleming Island High School | Green Cove Springs | FL | 08/2017 | 07/2022 |
| Kelly Services | Orange Park | FL | 10/2016 | 09/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2023 | Present |
I* 1778280 For profit or not for profit: Entity Charitable Name of outside business organization: Episcopal School of Jacksonville Investment related: No Address of business: Jacksonville, FL, 32207 Nature of business: School, College or University Position, title, association: Other Start date of relationship: 04/03/2024 Number of hours devoted: 10 weekly Number of hours devoted during trading hours: 0 Duties: Baseball Coach I*: 1778288 Entity Type: For Profit Name of OBA: Cannons Baseball United Address: Jacksonville, FL 32210 Investment Related: No Position, Title, Association: Baseball Coach Employee Start Date: 06/01/2024 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: Baseball Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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