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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-15 |
| CT | RA | APPROVED | 2017-12-19 |
Branch Locations
301 Commerce St, Fort Worth, TX 76102 • United States
Southlake, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2009 | Present |
I*,1932305 Entity Type,Charitable Name of OBA:Tarrant Area Food Bank Address:Fort Worth,tx,76107 Investment Related: noPosition, Title, Association: Board MemberEmployee Start Date:09/18/2024 No Hours: 40 yearlyNo Hours during trading: 1Duties:I will serve on the Board of Directors for the Tarrant Area Food Bank. Tarrant Area Food Bank empowers communities to eliminate hunger by providing food, education and resources through innovation and collaboration. As a regional clearinghouse for donated food, we provide a nutritious mix of fresh, frozen and shelf-stable products to a network of hunger-relief charities and social services organizations in North Texas. These hunger-relief partners are located in urban, suburban and rural areas of Fort Worth and 13 surrounding counties. I*2030279, Entity Type: Entity For Profit Name of OBA: FrostBite5 LLC Address: Southlake, TX 76092 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/01/2024 No Hours: 1 No Hours during trading: 0 Duties: Minority passive owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
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