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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-08 |
| TX | RA | APPROVED | 2017-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2017 | Present |
| Wells Fargo N.A | Tallahassee | FL | 06/2015 | 08/2017 |
| Bank Of America, N.A. | Jacksonville | FL | 10/2017 | Present |
I*680295For profit or not for profit: Entity For ProfitName of outside business organization: JAMO HOLDINGS, LLCInvestment related: NAddress of business: Jacksonville, Florida, 32256Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 1/14/2022Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Disregarded entity to effect and transact Real Estate deals. Created to limit liability for personal assets. I*2150264, Entity Type Entity Charitable, Name of OBA: First Tee - North Florida Address: St AugustineFlorida32092 Investment Related: No Position, Title, Association: Committee Employee Start Date:01/08/2025 No Hours: 20 yearly No Hours during trading: 1 Duties: Committee member tasked with planning and strategizing for the 20th annual Taste of Golf event. The purpose is to brainstorming ideas for the event on April 23rd 2025 @ TPC Sawgrass.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
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