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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-08-11 |
| FL | RA | APPROVED | 2003-06-27 |
Branch Locations
9000 Southside Blvd Investment Solutions Group, Jacksonville, FL 32256 • 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 | 10/1999 | Present |
I*2139257, Entity Type: Fiduciary, Name of OBA: B S N TTEE U/A DTD 03/20/1989, Address: St. Augustine, Florida, 32080, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01-Jan-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-26 |
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