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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-07-08 |
| FL | RA | APPROVED | 2003-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Peterburg | FL | 05/2003 | Present |
| Bank Of America, N.A. | Saint Petersburg | FL | 06/2011 | Present |
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JACOBUS FAMILY FOUNDATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: ST PETE BEACH, FLORIDA 33706 POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 1/1/1997 NUMBER OF HOURS DEVOTED: 1 HOUR ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHARITABLE DONOR ADVISED FUNDS. I*76789 For profit or not for profit: For-Profit Organization Name of outside business organization: Jacobus Family Partners Investment related: Y Address of business: Edison, New Jersey 33706 Nature of business: Partnership, Position, title, association: Family Held, Start date of relationship: 11/12/2014 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Family Investment holding entity I*31225 For profit or not for profit: For-Profit Organization Name of outside business organization: Garrabrant Partners Investment related: Y Address of business: SPBeach, Florida 33706 Nature of business: Partnership, Position, title, association: General Partner, Start date of relationship: 1/1/2002 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: partner. none. Zero compensation is paid I*31224 For profit or not for profit: For-Profit Organization Name of outside business organization: Black Horse Farms Investment related: No Address of business: Edison, New Jersey 33706 Nature of business: Other, Family farm Position, title, association: Family Held, Start date of relationship: 1/1/2002 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Limited unit holder passive
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-05 |
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