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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-07 |
| LA | RA | APPROVED | 2020-01-06 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
445 North Blvd, Baton Rouge, LA 70802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baton Rouge | LA | 09/2019 | Present |
| Community School For Apprenticeship Learning, Inc. | Baton Rouge | LA | 08/2015 | 06/2019 |
| Unemployed | Baton Rouge | LA | 06/2019 | 09/2019 |
| Bank Of America, N.A. | Baton Rouge | LA | 10/2019 | Present |
I*412642 For profit or not for profit: Entity Charitable Name of outside business organization: St. James Episcopal Church Investment related: N Address of business: Baton Rouge, Louisiana, 70801 Nature of business: ["Church or Religious Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 8/23/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: , I am a part of the Church Finance Committee. The committee reviews the church's finances and makes decisions around allocating money for different ministries and outreach activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-02 |
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