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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-08
SC RA APPROVED 2020-12-07
TX RA APPROVED 2018-08-06
DC RA APPROVED 2017-11-27
  • FL RA
    APPROVED
    Since 2021-07-08
  • SC RA
    APPROVED
    Since 2020-12-07
  • TX RA
    APPROVED
    Since 2018-08-06
  • DC RA
    APPROVED
    Since 2017-11-27

Branch Locations

1800 K St Nw, Washington, DC 20006 • United States

Jacksonville, FL • United States

Jacksonville Beach, FL • 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 Washington DC 08/2017 Present
Chevy Chase Club Bethesda MD 05/2016 08/2017
Bank Of America, N.A. Washington DC 01/2018 Present
Other Businesses

I*1539255For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Jacksonville Beach, Florida, 32250, United StatesNature of business: Position, title, association: Sole owner, Start date of relationship: 10/30/2023Number of hours devoted: 5 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , I*1549273For profit or not for profit: Entity For ProfitName of outside business organization: JTO 1Investment related: NAddress of business: jacksonville beach, Florida, 32250, United StatesNature of business: ["Limited Liability Company"]Position, title, association: ["Owner"], Start date of relationship: 11/1/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , To purchase a rental property I*2417281, Entity Type: Entity For Profit, Name of OBA: 6FT and Clean Enterprises LLC, Address: Jacksonville beach , Florida, 32250, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 05/01/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: This will be a real estate holdings company for a long term rental

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-16
  • S66 Uniform Combined State Law Examination
    2017-11-16
Other Names
  • Jones Gray
  • Trey Gray
  • James Gray

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