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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-19 |
| GA | RA | APPROVED | 2007-04-02 |
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 | 03/2007 | Present |
| Bank Of America, N.A. | Macon | GA | 01/2012 | Present |
I*38888 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: UNITED STATES TENNIS ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: WEST RED OAK LANE, WHITE PLAINS, NEW YORK 10604 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WHEELCHAIR TENNIS COMMITT (4) I*60443 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GEORGIA TENNIS FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: 116 MARBLE MILL ROAD, MARIETTA, GEORGIA 30060 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 1/1/2013 NUMBER OF HOURS DEVOTED: 8 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SUPPPORT JUNIOR TENNIS ACTIVITIES. I AM A TRUSTEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-18 |
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