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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2005-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Macon | GA | 04/2005 | Present |
| Bank Of America, N.A. | Macon | GA | 05/2011 | Present |
I* 2114318, Entity Type: Entity Charitable Name of OBA: Northminster Presbyterian Church Address: Macon, Georgia, 31210, United States Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/12/2025. No Hours: 6 hrs. monthly No Hours during trading: 0 Duties: Religious Organization. I will lead the Worship committee, responsible for a meaningful worship experience including communion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
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