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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-30 |
| FL | RA | APPROVED | 2025-01-29 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2024 | Present |
| Fscj | Jacksonville | FL | 07/2023 | 07/2024 |
| United States Navy | Jacksonville | FL | 05/2015 | 09/2023 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2026 | Present |
Name of the other businessProperty Owner Whether the business is investment-relatedNot investment related Address of the other businessPortsmouth, VA 23702 Nature of the other businessProperty Owner Your positionProperty Owner Title, or relationship with the other business Property Owner Start date of your relationship09/2019 Approximate number of hours/months you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI do not do anything for the property. The other person on the mortgage handles everything.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-15 |
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