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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-18 |
| FL | RA | APPROVED | 2019-01-29 |
Branch Locations
9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
St. Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Johns County School District | St. Johns | FL | 02/2010 | 06/2017 |
| Unemployed | Jacksonville | FL | 06/2017 | 09/2017 |
| Axa Advisors, Llc. | New York | NY | 09/2017 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2019 | Present |
I*5004268 Entity Type: Fiduciary role Name of OBA: S. D. Address: St Augustine, Florida, 32092 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/01/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-18 |
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