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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-12-12 |
| CO | RA | APPROVED | 2001-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 12/2000 | Present |
| Bank Of America, N.A. | Denver | CO | 07/2011 | Present |
I*9634For profit or not for profit: Name of outside business organization: J O Investment related: Address of business: Fort Collins, Colorado 80521Nature of business: , Position, title, association: , Start date of relationship: 6/1/2020Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0Duties: I*504332, Entity Type: , Name of OBA: J O, Address: Fort Collins, Colorado, 80521, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 06/01/2020, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4497269, Entity Type: Entity Charitable, Name of OBA: F7 Collective, Address: Parker, Colorado, 80134, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:As an advisory board member my duty is to ensure board members are made aware of prudent practices with donor funds. This is a newly formed non-profit organization who's mission is community outreach and engagement with underprivileged youth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-12 |
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