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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-25 |
| VA | RA | APPROVED | 2010-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 06/2010 | Present |
| Bank Of America,Na | Vienna | VA | 07/2010 | Present |
I*62890For profit or not for profit: Non-Profit Organization Name of outside business organization: The James Renwick Alliance Investment related: No Address of business: Washington, District of Columbia 20814 Position, title, association: Director, Start date of relationship: 7/1/2020Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 0Duties: Independent national NPO, created to recognize the achievements of America's craft artists, foster scholarship, education and public appreciation of craft art and support the Smithsonian American Art Museum's Renwick Gallery. Board member I*: 396126Entity Type: CharitableName of OBA: Girl Scout Council of the Nation's CapitalAddress: Washington, DC 20008Investment Related: No Position, Title, Association: Committee, Director, OtherEmployee Start Date: 10/01/2023Number of Hours: 45 hrs annuallyNumber of Hours during trading: 2 hrs annuallyDuties: Girl Scouts is a youth development organization focused on girls to for leadership development, promote community service, develop life skills, entrepreneurship, STEM and stewardship of the outdoors.To serve as a member of the Executive Women's Advisory Board, The Governing Board of the Council and well as provide mentorship and engagement in Girl Scout Programing to further the mission. I*4246265, Entity Type: Entity Charitable, Name of OBA: Smithsonian American Art Museum, Address: Washington, District of Columbia, 20013-7012, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 06/15/2026, No Hours: 40 Yearly, No Hours during Trading: 8 Yearly, Duties: Member of Board of Commissioners. Advisory Board that counsels the museum director on museum policy, proposed art acquisitions. Art museum
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-22 |
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