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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-08 |
| IN | RA | APPROVED | 2004-09-01 |
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 | 05/2004 | Present |
| Bank Of America, Na | Indianapolis | IN | 11/2009 | Present |
NAME:CARDINAL RITTER HIGH SCHOOL INVESTMENT RELATED: (YES OR NO) NOADDRESS: 3360 W. 30TH STREET, INDIANAPOLIS, IN 46222NATURE: EDUCATIONAL INSTITUTIONYOUR POSITION, TITLE, ASSOCIATION: FINANCE COMMITTEESTART DATE: 1/1/2006NUMBER OF HOURS DEVOTED PER MONTH: 1NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: DUTIES: BUDGETING & FINANCIAL MONITORING I*2126265, Entity Type: Fiduciary, Name of OBA: T M V, Address: Zionsville, Indiana, 46077, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/13/2024, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: Power of Attorney/ Spouse. I*440981 Entity Type: For Profit Name of OBA: New Villa Properties, LLC Address: Zionsville, Indiana, 46077 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/21/2004 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Organization is involved in managing and operating residential and commercial rental properties Managing and operating residential and commercial rental properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-31 |
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