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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-07-25 |
| FL | RA | APPROVED | 1989-10-25 |
Branch Locations
50 N Laura St, Jacksonville, FL 32202 • United States
Jacksonville, 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 | 03/1989 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 08/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-24 |
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