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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-01-21 |
| TX | RA | APPROVED | 2003-06-24 |
Branch Locations
900 S College Rd, Lafayette, LA 70503 • United States
Breaux Bridge, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Inc | Lafayette | LA | 06/2003 | Present |
| Bank Of America,N.A. | Lafayette | LA | 06/2011 | Present |
I*: 2942280 Entity Type: Fiduciary role Name of OBA: B. E. Address: Breaux Bridge, LA 70517 Investment Related:No Position, Title, Association: Power of Attorney Employee Start Date: 7/1/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2000-09-15 |
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