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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-02 |
| TX | RA | APPROVED | 2017-11-28 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
9000 Southside Blvd Preferred Investment Sales, 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 | 09/2016 | Present |
| Vystar Credit Union | Jacksonville | FL | 07/2012 | 09/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2017 | Present |
I*1276401 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Jacksonville, Florida, 32221 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/26/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I*1698276 Entity Type: For Profit Name of OBA: AGJ PROPERTIES LLC Address:Jacksonville, FL, 32244 Investment Related:No Position, Title, Association:Owner Employee Start Date:03/10/2023 No Hours: 1 Monthly No Hours during trading:0 Duties:To accept rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-27 |
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