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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-26 |
| TX | RA | APPROVED | 2022-07-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Acres Sporting Goods | Jacksonville | FL | 06/2004 | 06/2017 |
| Edward Jones | Jacksonville | FL | 06/2017 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ponte Vedra Beach | FL | 07/2022 | Present |
| Bank Of America, N.A. | Ponte Vedra Beach | FL | 09/2022 | Present |
I*: 2227321Entity Type: CharitableName of OBA: Business Network InternationalAddress: SalemNew Hampshire03079Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 10/01/2025Number of Hours: 6hr/mo Number of Hours during trading: 2hr/mo Duties: Networking and business building through referrals and business building through referralsManaging conflict within the chapter, reviewing new applications and approving new members. I*3828266 Entity Type: N/A Name of OBA: The D A, F Segregated Trust Address: Sanford, North Carolina, 27332 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/02/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0, Yearly Duties: Cousin I*3828267 Entity Type: N/A Name of OBA: The F Family Trust Address: Jacksonville, Florida, 32246 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/02/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse I*3827295 Entity Type: N/A Name of OBA: The B H. F Segregated Trust Address: Jacksonville, Florida, 32207 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/02/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0, Yearly Duties: Siblings I*3827296 Entity Type: N/A Name of OBA: The I M F Segregated Trust Address: Hilliard, Florida, 32046 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/02/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0, Yearly Duties: Cousin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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