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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-07-30 |
| FL | RA | APPROVED | 2014-01-21 |
| TX | RA | APPROVED_RES | 2014-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Destin | FL | 01/2014 | Present |
| Bank Of America N.A. | Destin | FL | 03/2014 | Present |
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SOUTH WALTON MONTESSORI ACADEMY INVESTMENT RELATED: N ADDRESS OF BUSINESS: SANTA ROSA BEACH, FLORIDA 32459 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 12/2/2013 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NURTURE THE DOVELOPMENT OF OUR CHILDREN. I AM A MEMBER OF THE BOARD OF TRUSTEES HELPING WITH STRATEGIC PLANNING. I*120805 For profit or not for profit: Non-Profit Organization Name of outside business organization: Boulder Jewish Community Center Investment related: N Address of business: Boulder, Colorado 80303 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 5/1/2019 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Finance Committee. Join other professionals in monitoring P&L, balance sheets of organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-10 |
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