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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-06 |
| KY | RA | APPROVED | 2012-12-13 |
| AL | RA | APPROVED | 2012-03-29 |
| TN | RA | APPROVED | 2011-06-28 |
| DC | RA | APPROVED | 2009-07-09 |
| OH | RA | APPROVED | 1999-06-28 |
Branch Locations
222 2Nd Ave S, Nashville, TN 37201 • United States
222 2Nd Ave S Pbig - Nashville Mid America, Nashville, TN 37201 • United States
341 Cool Springs Blvd, Franklin, TN 37067 • United States
800 S Gay St, Knoxville, TN 37929 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 01/1998 | Present |
I*5066 Rental Property Investment related: Nashville, TN, 37210 5/2/2019, Hours devoted: 1 hr, hours during trading: 0, I*29808 FOR-PROFIT DB CONSTRUCTION INVESTMENT RELATED: Y NASHVILLE, TN, 37204, OTHER, OWN RENTAL PROPERTY OWNER, 8/1/2004 NUMBER OF HOURS, 1Hr/Mo, HOURS DURING TRADING HOURS: 0 PARTNER INVESTOR I*105626 For-Profit Rental Property Investment related: Y, Nashville, TN, 37204, Sole Proprietorship, Owner, 5/11/2017 Number of hours: 1 Hr/Mo, Hours during trading hours: 0, To purchase rental properties to diversify personal investment holdings. Goal is long term investment and not speculative developing or flipping. Hire management company for finding renter and handling all day to day operations. I*119061 Non-Profit Leadership Nashville Investment related: N, Nashville, TN, 37201 Charitable , Advisory Board Member, 1/1/2019, Hours devoted: 8hrs/Annually, During trading hours: 2, The Leadership Nashville Foundation was founded in 1976 as an independent, executive leadership program to give community leaders a three-dimensional view of this city. Since Metropolitan Nashville is a union of satellite cities and neighborhoods, pa I*82846 Non-Profit Nashville Library Foundation Investment related: N Nashville, TN, 37219 Charitable Organization, Advisory Board Member, 8/3/2015, Hours devoted: 15hrs/Annually, Hours during trading hours: 10, Board Member for the Foundation that supports Nashville Public Library. I*128677 Non-Profit Land Trust for TN, Nashville, TN, 37204 Charitable , Consultant, 12/27/2019, Hours devoted: 2hrs/Qtrly, During trading hours: 0, I will be part of their broad Trustee Council. This is NOT a board position, but more of a "friend" of the land trust. The Land Trust conserves land important to the people of Tennessee, including family farms, thriving forests, public parks. I*10136 Rental Property Hendersonville, TN, 37075, Start : 6/2/2017, Hours devoted: 1 hr, During trading hours: 0, I*499494 For profit or not for profit: Name: Rental Property Investment related: N Address : Nashville, TN, 37210 Nature of business: Position,: Co-owner with other family members, Start: 5/11/2017 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I*10722 Rental Property 211 Hendersonville, TN, 37075 3/31/2021 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 I*10721 Rental Property 118 Hendersonville, TN, 37075 3/31/2021, Hours devoted: 1hr, During trading hours: 0, I*10720 Name of : 107 Rental Investment related: Address: Hendersonville, TN, 37075 , Position: , Start: 3/31/2021 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*1525268 Entity For Profit Name: NASHthentic Investment related: N Address: Nashville, TN.I*4341268, Name: Rental Property 4, Address: Nashville, TN, Investment: N, Association: Sole owner, Start: 4/30/26, Hours: 2 Yearly, No Hours during Trading: 0 I*4686274 Type: For Profit Name: 2009 OV LLC Address: Nashville, TN Investment: No Association: Owner Start Date: 7/3/26 Hours: 2, Monthly Hours during trading: 0 Duties: LLC to hold a single family home I*1868306, Entity Charitable, Name of OBA: Nashville Chamber of Commerce Address:Nashville Tennessee 37203 Investment Related:No Position: Committee,Board Member Start: 10/01/2024 No Hours: 10 Yearly No Hours during trading: 10 Yearly Duties: Board Member and Audit and Finance Committee. Board has oversight responsibilities to support the CEO and other executives that lead the Nashville Area Chamber The Nashville Area Chamber has been the voice of the business community across the 10-county Middle Tennessee region since 1847. We provide a home for businesses to collaborate, innovate, and drive civic engagement to harness the power of community and advance our region.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-04-01 |
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