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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1998-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 11/1997 | Present |
| Bank Of America, N.A. | Dallas | TX | 05/2011 | Present |
I*4286265 Entity Type: Charitable Name of OBA: Kappa Kappa Gamma Foundation Address: Dublin, Ohio, 43017 Investment Related: No Position, Title, Association: Committee Employee Start Date: 06/01/2026 Number of Hours: 6, Yearly Number of Hours during trading: 0 Duties: Finance Committee At Large Member Advisor role: Budget, Financial Statement Review and RFP for Service Vendors. Attend 4 Zoom meetings per year, 1 in person meeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-04 |
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