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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_RES | 2011-10-28 |
| MS | RA | APPROVED | 2005-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner&Smith Inc. | New Orleans | LA | 03/2000 | Present |
| Bank Of America, N.A | New Orleans | LA | 04/2024 | Present |
I* 336458For profit or not for profit: Entity For ProfitName of outside business organization: Freedom ConsultingInvestment related: noAddress of business: New Orleans, LA, 70174Nature of business: Limited Liability CompanyPosition, title, association: OwnerStart date of relationship: 03/26/2010Number of hours devoted: 10 monthlyNumber of hours devoted during trading hours: 0Duties: Other I*896284, Entity Type, Name of OBA: The Willow School Address: New Orleans, LA 70115 Investment Related: N Position, Title, Association: Board Member,Officer Employee Start Date: 07/01/2022 No Hours: 2 No Hours during trading: 0 Duties: We will meet once monthly on either the third Saturday or Thursday of the month to discuss school rules & operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-05 |
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