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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED | 2024-10-25 |
Branch Locations
3105 North Triphammer Road Suite 3, Lansing, NY 14882 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ithaca | NY | 12/2012 | 09/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2012 | 09/2018 |
| Tiaa | Ithaca | NY | 09/2018 | 08/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Ithaca | NY | 09/2018 | 08/2020 |
| Fidelity Investments | Rochester | NY | 08/2020 | 10/2024 |
| &Partners | Nashville | TN | 10/2024 | Present |
Name: SUICIDE PREVENTION FOUNDATION Position: BOARD MEMBER Nature: FOUNDATION THAT OWNS THE BUILDING FOR THE ITHACA SUICIDE CRISIS CENTER. THE ORG MAINTAINS THE BUILDING & RENTS IT TO THE ITHACA SUICIDE CRISIS CENTER. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 02/06/2018 Address: 124 E COURT ST, ITHACA NY 14850, United States Description: I SERVE AS SECRETARY. MY PRIMARY ROLE IS TO TAKE MINUTES, I ALSO VOTE ON MOTIONS. I DO NOT HAVE ACCESS TO ANY BANK OR INVESTMENT ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-10 |
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