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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-01-22 |
| IN | RA | APPROVED | 1998-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 03/1998 | Present |
| Bank Of America,Na | Indianapolis | IN | 12/2009 | Present |
I*: 335877Entity Type: Entity CharitableName of OBA: Washington Township Schools FoundationAddress: Indianapolis, Indianapolis, INInvestment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 8/5/2014Number of Hours: 1/2 hour monthlyNumber of Hours during trading: 0Duties :The Foundation supports schools in Washington Township. I am a Board Member for the Foundation. We try to raise money for these schools, and we allocate funds to teachers based on grant requests. I*:624253Entity Type: Entity CharitableName of OBA: P L FoundationAddress: Indianapolis, INInvestment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 12/2/2021Number of Hours: 8 YearlyNumber of Hours during trading: 0Duties My role will be to help brainstorm ways the organization can fundraise and help to evaluate which sports the funds will support. I*4282269, Entity Type: , Name of OBA: R B A TOD BENEFICIARIES ON FILE , Address: Indianapolis, Indiana, 46260, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/01/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4282270, Entity Type: , Name of OBA: MLPF& S CUST FPO R B A IRRA FBO R B A, Address: Indianapolis, Indiana, 46260, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/01/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4282271, Entity Type: , Name of OBA: MLPF& S CUST FPO R B A RRA FBO R B A, Address: Indianapolis, Indiana, 46260, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 05/01/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-02 |
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