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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-07-29 |
| IN | RA | APPROVED | 2002-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith Inc. | Indianapolis | IN | 11/2001 | Present |
| Bank Of America,Na | Indianapolis | IN | 08/2009 | Present |
I*130342For profit or not for profit: For-Profit OrganizationName of outside business organization: Amberleigh Place Homeowners Association, Inc.Investment related: NAddress of business:Indianapolis, Indiana 46244Nature of business: Corporation,Position, title, association: Other, HOA board memberStart date of relationship: 3/9/2020Number of hours devoted: 2 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Amberleigh Place Homeowners Association. I will be a board member. I*4626303, Entity Type: , Name of OBA: S E. A, Address: Noblesville, Indiana, 46060, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 06/01/2027, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4842280, Entity Type: , Name of OBA: Rental Property - 07-Jul-26 - 1, Address: Tripoli, , 221 00, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/03/2026, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4845269, Entity Type: , Name of OBA: Rental Property - 07-Jul-26 - 2, Address: Steno, , 221 00, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 08/03/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-25 |
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