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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-05-07 |
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 : 7691 | St. Augustine | FL | 05/2007 | Present |
| Bank Of America, N.A. | St. Augustine | FL | 05/2011 | Present |
Entity Type,1991297 Name of OBA:Coastal Transportation Address:Saint Augustine,FL,32084 Investment Related: NO Position, Title, Association:Employee Employee Start Date: 09/14/2024 No Hours: 15 WEEKLY No Hours during trading: 15 Duties:Driving shuttle bus - Part time - Maybe 2-3 days per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-06 |
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