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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-23 |
| FL | RA | APPROVED | 2018-11-20 |
Branch Locations
Jacksonville, FL • United States
9000 Southside Blvd Ci Client Management, 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 | 10/2016 | Present |
| Bloomin Brands Inc. | Jacksonville | FL | 05/2013 | 11/2016 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2019 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
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