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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-19 |
| FL | RA | APPROVED | 2006-05-12 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 03/2006 | Present |
| Bank Of America, N.A. | Tallahassee | FL | 11/2017 | Present |
I*138119 For profit or not for profit: Non-Profit Organization Name of outside business organization: Young Actors Theatre Investment related: N Address of business: Tallahassee, Florida 32303 Nature of business: LLC, Compensation for Activity: N Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I will be part of a 12 person board who collectively make decisions for a local youth theatre company. I will not have a named position on the board - just a member. This is an organization I have been involved with as a volunteer for 10 yrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-05 |
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