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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-02 |
Branch Locations
Jacksonville, FL • United States
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 01/2018 | 03/2022 |
| Hrd Supply Llc | Jacksonville | FL | 02/2012 | 01/2018 |
| The Village Dentist & Orthodontist | St. Augustine | FL | 07/2016 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 04/2022 | Present |
I*: 2062305 Entity Type: Entity For Profit Name of OBA: CB INVESTMENTS JAX LLC Address: Jacksonville, FL Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/25/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: This is a holding company to manage our family real estate rental properties. No 3rd-party funds or management of property for other people. I*: 2063283 Entity Type: Entity For Profit Name of OBA: CBI JAX A LLC Address: Jacksonville, FL Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/25/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: This is a holding company to manage our family real estate rental properties. No 3rd-party funds or management of property for other people. I*: 2063284 Entity Type: Entity For Profit Name of OBA: CBI JAX 1 LLC Address: jJcksonville, FL Investment Related: No Position, Title, Association: General Partner/Managing Membe Employee Start Date: 10/25/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: This is a holding company to manage our family real estate rental properties. No 3rd-party funds or management of property for other people.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-14 |
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