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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-14 |
| FL | RA | APPROVED | 2019-03-18 |
Branch Locations
Independent Square One Independent Dr. Suite 1700, Jacksonville, FL 32202 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 09/2017 | 03/2019 |
| Jacksonville Basketball Academy | Jacksonville | FL | 06/2016 | Present |
| Integrity Transport | Jacksonville | FL | 11/2016 | 09/2017 |
| Ubs Financial Services Inc | Jacksonville | FL | 03/2019 | Present |
Business: Jacksonville Basketball Academy Investment-Related: No Address: Jacksonville, FL Position: Basketball Coach and Trainer Start Date: 06/2016 Hours per month: 10 Hours during trading hours: None Duties: Administer group and private basketball training sessions to kids age 8-18 and occasionally coach in recreational games on an as-needed and as-available basis I*109890 For profit or not for profit: Non-Profit Organization Name of outside business organization: Providence School Investment related: N Address of business: Jacksonville, Florida 32224 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 11/6/2017 Number of hours devoted: 150 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Assistant basketball coach of the Junior Varsity Men's basketball team mainly providing coaching and training at morning and/or evening practices sessions. Occasionally will provide coaching support during games. Season runs from November-February.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
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