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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-16 |
| FL | RA | APPROVED | 2019-09-26 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 05/2019 |
| Northwestern Mutual Investment Services Llc | Jacksonville | FL | 12/2018 | 05/2019 |
| University Of North Florida | Jacksonville | FL | 08/2017 | 04/2019 |
| Valencia College | Orlando | FL | 08/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2019 | Present |
| Unemployed | Gotha | FL | 04/2017 | 08/2017 |
| Rosen Jewish Community Center | Orlando | FL | 01/2016 | 12/2016 |
| Bank Of America N.A. | Jacksonville | FL | 09/2019 | Present |
I*1363257Entity For ProfitName of OBA: Dalinar Holdings LLCAddress: Jacksonville, Florida, 32257 Investment Related: NoPosition, Title, Association: General Partner/Managing Member Employee Start Date: 06/19/2023 No Hours: 1 No Hours during trading: 0Duties:Real Estate Holdings LLC. I am manager and owner/member. I will provide initial capital, pay broker, and management company. I*3742270 Entity Type: Entity For Profit Name of OBA: Josh Manikowski Address: Jacksonville, Florida, 32257 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/01/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: Video/ Audio Editing Edit videos and podcasts for small businesses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-28 |
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