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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-08-12 |
| UT | RA | APPROVED | 2003-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Provo | UT | 12/2002 | Present |
| Bank Of America, N.A. | Provo | UT | 01/2016 | Present |
I*39972 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LIVE WELLE FOUNDATION, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: SPRINGVILLE, UTAH 84663 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 6/1/2011 NUMBER OF HOURS DEVOTED: 100 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHARITABLE (501C3) ORGANIZATION. RAISE MONEY FOR SCHOLARSHIPS AND OTHER CHARITABLE PURPOSES I*2034280, Entity Type: Entity For Profit Name of OBA: Country Roads Holdings LLC Address: Canton, GA 30115 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 08/19/2024 No Hours: 5 No Hours during trading: 0 Duties: Rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-12 |
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