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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-12 |
| FL | RA | APPROVED | 2023-05-23 |
Branch Locations
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 | 01/2023 | Present |
| Publix Super Markets | Altamonte Springs | FL | 02/2012 | 01/2023 |
| Bloomin' Brands, Inc. (Bonefish Grill) | Longwood | FL | 06/2017 | 08/2017 |
| Bank Of America N.A. | Jacksonville | FL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
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