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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-02 |
| FL | RA | APPROVED | 2025-08-27 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advance Auto Parts | Ocala | FL | 08/2016 | 10/2017 |
| Pnc Bank | Gainesville | FL | 07/2017 | 07/2023 |
| Jiffy Lube | Gainesville | FL | 05/2017 | 06/2017 |
| Winn Dixie | Williston | FL | 01/2017 | 02/2017 |
| Texas Roadhouse | Gainesville | FL | 10/2019 | 10/2019 |
| U.S. Census Bureau | Jacksonville | FL | 08/2020 | 09/2020 |
| Lucky's Market | Gainesville | FL | 12/2017 | 12/2018 |
| Wells Fargo | Reddick | FL | 08/2015 | 09/2016 |
| Custom Windows | Ocala | FL | 10/2016 | 12/2016 |
| Fidelity Investments | Jacksonville | FL | 07/2023 | 07/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2025 | Present |
| Uber | Jacksonville | FL | 04/2024 | 10/2024 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2025 | Present |
I*2667318, Entity Type Entity For Profit, Name of OBA: T Inc. Address: jacksonvilleFlorida32208 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/01/2025No Hours: 5 weekly No Hours during trading: 0 Duties:co-ownership and operations, Additional income and family business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-13 |
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