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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
| FL | RA | APPROVED | 2025-08-22 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 10/2023 | 05/2025 |
| Wells Fargo Bank, Na | Jacksonville | FL | 03/2020 | 05/2025 |
| Levi Butler Llc | Jacksonville | FL | 08/2015 | Present |
| Shop Florida Biz | Jacksonville | FL | 04/2016 | 12/2020 |
| A.D.S.H | Jacksonville | FL | 12/2017 | 06/2020 |
| The World Of Dance | Jacksonville | FL | 10/2016 | 06/2018 |
| Longhorn Steakhouse | Jacksonville | FL | 09/2014 | 03/2020 |
| Valley Smoke | Jacksonville | FL | 10/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2025 | Present |
| J Alexanders Restaurant | Jacksonville | FL | 05/2024 | Present |
| Catered Cocktails | Jacksonville | FL | 06/2023 | 06/2023 |
| Ikea North America | Jacksonville | FL | 02/2020 | 06/2020 |
| Hilton Grand Vacation | Orlando | FL | 09/2019 | 03/2020 |
I*2498272, Entity Type Entity For Profit, Name of OBA: L B LLC Address: JacksonvilleFlorida32233 Investment Related: No Position, Title, Association:Owner Employee Start Date:08/19/2015 No Hours: 5 monthly No Hours during trading: 0 Duties:to discover new online marketing strategies and apply to my business or potentially clients. Currently just saving and not working with any clients besides myself.I*, Entity Type Entity For Profit, Name of OBA:J alexanders Restaurants Address: JacksonvilleFlorida32246 Investment Related: No Position, Title, Association:Employee Employee Start Date: 06/01/2024No Hours: 5 weekly No Hours during trading:0 Duties:I work once or twice a week at J alexanders restaurants as a bar back and server assistant. Will not be in business hours or effect my current role here at Merrill I*2797299 Entity Type: For Profit Name of OBA: Bear on main $t Address:Jacksonville Florida Investment Related:No Position, Title, Association:Owner Start Date:08/12/2025 No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:to develop strategies for content creators and senior citizen to protect data privacy a cyber security consultant for small business similar tech company already disclosed. No crypto involved and not financial advice given only non technical cyber security. speak with clients review there online presence audit any security risk and report back to offer strategies to protect clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
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