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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-23 |
| VA | RA | APPROVED | 2014-07-22 |
| TX | RA | APPROVED_RES | 2013-01-23 |
| NC | RA | APPROVED | 2006-05-26 |
Branch Locations
800 Green Valley Rd, Greensboro, NC 27408 • United States
110A Applecross Rd, Pinehurst, NC 28374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Greensboro | NC | 04/1976 | Present |
I*132052 For profit or not for profit: Non-Profit Organization Name of outside business organization: Greensboro Urban Ministry Investment related: N Address of business: Greensboro, North Carolina 27406 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 6/30/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: invited to be a member of the Finance Committee. This role reviews the expenditures and brings them to the board for approval. it does not have anything regarding trading or investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-25 |
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