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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-08 |
| SC | RA | APPROVED | 2020-12-07 |
| TX | RA | APPROVED | 2018-08-06 |
| DC | RA | APPROVED | 2017-11-27 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Jacksonville, FL • United States
Jacksonville Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-16 |
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