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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-28 |
| TX | RA | APPROVED_RES | 2008-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Erie | PA | 10/2002 | Present |
| Bank Of America, N.A. | Erie | PA | 05/2011 | Present |
I*42746 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ROTARY CLUB OF ERIE INVESTMENT RELATED: N ADDRESS OF BUSINESS: P.O. BOX 1424, ERIE, PENNSYLVANIA 16512 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 6/29/2011 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WILL BE SITTING ON THE BOARD OF ROTARY CLUB OF ERIE FOR THE NEXT 12 MONTHS. DUTIES WILL PERTAIN TO CLUB ACTIVITIES, EVENTS, ET.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-02 |
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