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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-28 |
| GA | RA | APPROVED | 2012-03-30 |
| FL | RA | APPROVED | 1999-05-24 |
Branch Locations
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
815 S Palafox St, Pensacola, FL 32502 • United States
50 N Laura St, Jacksonville, FL 32202 • United States
Atlantic Beach, FL • 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 | 02/1999 | Present |
I*4852292, Entity Type: , Name of OBA: J and D H Trust, Address: Atlantic Beach, Florida, 32233, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/08/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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