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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-01-21 |
| TX | RA | APPROVED_RES | 2009-08-28 |
| AR | RA | APPROVED | 2004-10-18 |
| MS | RA | APPROVED | 2004-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette | LA | 03/2004 | Present |
| Bank Of America, Na | Lafayette | LA | 12/2009 | Present |
I*114893 For profit or not for profit: Non-Profit Organization Name of outside business organization: Saint Johns Parish Finance Council Investment related: N Address of business: Lafyaette, Louisiana 70508 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 3/1/2018 Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: non binding advisory role on budget construction
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-15 |
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