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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-08-23
FL RA APPROVED 2018-11-20
  • TX RA
    APPROVED_RES
    Since 2019-08-23
  • FL RA
    APPROVED
    Since 2018-11-20

Branch Locations

Jacksonville, FL • United States

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 10/2016 Present
Bloomin Brands Inc. Jacksonville FL 05/2013 11/2016
Bank Of America, N.A. Jacksonville FL 09/2019 Present
Other Businesses

I*3690266 Entity Type: Entity Charitable Name of OBA: North Florida Deadbird Rugby Foundation Inc. Address: Jacksonville, Florida, 32257 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 02/09/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: To facilitate the education and growth of rugby at the University of North Florida. Treasurer. Assist with acquiring donations, grants, and bookkeeping. Bookkeeping responsibilities will be very limited in scope, and relate to tracking donations from Alumni, providing receipts, and entering those transactions into accounting software to keep track and doing a quarterly audit of this activity with the president and vice president. I will also assist with distributions to the club for equipment and travel expenses, which are clearly outlined in the foundation. Our president will be preparing and filing all tax related documents. I will not be assisting or involved in preparation whatsoever, and the maximum scope of my involvement will be reviewing only in compliance with the OBA policy. The scope of this is currently quite small and we expect a very small amount of annual donations from our Alumni.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-13
  • S66 Uniform Combined State Law Examination
    2017-02-13
Other Names
  • Alex Eberle

View on SEC IAPD

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