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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-04 |
| TX | RA | APPROVED_RES | 2020-09-01 |
| CA | RA | APPROVED | 2020-08-21 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
Orange Park, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 11/2017 | 12/2018 |
| Advanced Retirement Planning, Llc | Covington | GA | 06/2015 | 09/2017 |
| Estate & Elder Law Services, Llc | Atlanta | GA | 06/2015 | 09/2017 |
| American Military University | Charles Town | WV | 07/2017 | 01/2020 |
| Regions Bank | East Point | GA | 01/2019 | 05/2020 |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2019 | 05/2020 |
| Cetera Investment Advisers Llc | East Point | GA | 02/2019 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2020 | Present |
| Bank Of America, N.A. | Chandler | AZ | 06/2020 | Present |
I*803244 For profit or not for profit: Entity For Profit Name of outside business organization: Vitaly Zefirov Investment related: N Address of business: Carabelle, Florida, 32322 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 7/1/2022 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental Property - Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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