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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-13 |
| FL | RA | APPROVED | 2015-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 01/2015 | Present |
| Bank Of America, N.A. | Tampa | FL | 02/2015 | Present |
I*5108278, Entity Type: Entity Charitable, Name of OBA: Goodwood , Address: Tallahassee, Florida, 32308, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/15/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Serve on the Board of Directors and attend Board of Directors meetings up to 7x a year. Attend and participate in membership events. Serve as an ambassador for the organization. Goodwood requires upkeep and hosts many community events. I will be required to vote on decisions regarding how the organization spends their time and money for the good of Goodwood. Goodwood Museum & Gardens connects our community as a setting where we preserve and share our history, enjoy the arts, and celebrate significant events in our lives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-25 |
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