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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 06/2016 | Present |
| Bank Of America, N.A. | Frisco | TX | 06/2016 | Present |
I* 94856 ENTITY TYPE: NON-PROFIT NAME: ORGANIZATION: CYSTIC FIBROSIS FOUNDATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: DALLAS, TEXAS 75204 POSITION, TITLE, ASSOCIATION: PRESIDENT START DATE OF RELATIONSHIP: 01/01/2015 NUMBER OF HOURS DEVOTED: 10 HOURS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRESIDENT OF THE BOARD OF DIRECTORSCHAIRMAN OF THE DALLAS WINE OPENER I* 2059276 Entity Type: Charitable Name of OBA: Chairman - Dallas Corporate Leadership Breakfast for CFF Address: Dallas, TX 75204 Investment Related: N Position, Title, Association: Chairman Employee Start Date: 01/01/2015 No Hours: No Hours during trading: 0 Duties: Chairman of a committee of volunteers that organizes a breakfast for to allow speakers of the Cystic Fibrosis Foundation tell their story and spread awareness of the disease to business owners within our community. Hope is that through awareness the companies will be interested in joining the fight to cure CF I*: 2096282 Entity Type: Charitable Name of OBA: Hope Supply Co. Address: Dallas, TX 75220Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/25/2024Number of Hours: 12 hrs annually Number of Hours during trading: 0Duties: Hope Supply Co. provides diapers, and other essentials, to social service organizations in North Texas, including homeless shelters, domestic violence shelters, transitional housing, etc. Hope Supply Co. is a 501(c)(3) nonprofit organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
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