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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-08-29 |
| DE | RA | APPROVED | 2004-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover | DE | 01/2000 | Present |
| Bank Of America, N.A. | Dover | DE | 11/2011 | Present |
I*90744FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LAKE FOREST HIGH SCHOOLINVESTMENT RELATED: NADDRESS OF BUSINESS:FELTON, DELAWARE 19943NATURE OF BUSINESS: OTHER,PUBLIC ENTITY-SCHOOLPOSITION, TITLE, ASSOCIATION: OTHER, BUSINESS EDUCATION TEACHERSTART DATE OF RELATIONSHIP: 8/22/2016NUMBER OF HOURS DEVOTED: 120 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 120DUTIES: TEACHING IN A HIGH SCHOOL BUSINESS CLASS I*1914287 Entity for Profit Name of OBA: Rental Property 1 Address: Frederica, Delaware, 19946 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2024 No Hours: 1 No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-01 |
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