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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1997-04-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Kerrville | TX | 10/1996 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Georgetown | TX | 10/1996 | Present |
| Bank Of America,N.A. | Georgetown | TX | 06/2011 | Present |
I*1092304 Entity Type: Charitable Name of OBA: Zion Lutheran Church & school Address: Georgetown, Texas, 78626 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 01/02/2023 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: This is a Lutheran Church of 1100 members. I will serve on the Church council in the Role of Vice- President. I will be a voting council member. I the case the council president is absent, I will serve in is place and run that council meeting. I may be assigned to work with the Pastor on long range planning of the Church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-11 |
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