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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-04-23 |
Branch Locations
9000 Southside Blvd, Jacksonville, FL 32256 • United States
One Bryant Park, New York, NY 10036 • 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 | 11/2006 | Present |
I*112293For profit or not for profit: For-Profit OrganizationName of outside business organization: Rodan + FieldsInvestment related: NAddress of business:San Francisco, California 94105Nature of business: Corporation,Position, title, association: Consultant, Start date of relationship: 2/15/2018Number of hours devoted: 8 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Skincare consultant I*3301276, Entity Type: , Name of OBA: Wellsley Place Homeowners Association, Inc. , Address: Jacksonville, Florida, 32260, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 12/22/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: Board member (1 of 5) activities may include: assisting with financial management (approve annual budget), maintenance and repairs (ensuring common areas are kept up by having vendors contracted), rule enforcement, legal and regulatory compliance (adhere to relevant laws), communication and periodic meetings (outside of working hours), and hiring professionals (such as property management companies or attorneys to help manage HOA's day to day operations and complex legal or financial matters). Help influence neighborhood to follow neighborhood covenants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
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