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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-06-11 |
| AL | RA | APPROVED | 1991-05-31 |
| FL | RA | APPROVED | 1983-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 07/1983 | Present |
| Bank Of America, N.A. | Pensacola | FL | 07/2011 | Present |
I*77588 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DALLAS BLUFF MARINA INVESTMENT RELATED: N TOWNSEND, GEORGIA 31331 NATURE OF BUSINESS: LIMITED PARTNERSHIP, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 3/5/1996 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FAMILY OWNED MARINA.. LIMITED PARTNERSHIP I*2183276, Entity Type: , Name of OBA: H Family 2025 Survivorship Trust, Address: Pensacola, Florida, 32503, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 31-Jan-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-17 |
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