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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-28 |
| AL | RA | APPROVED | 2011-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Birmingham | AL | 09/2011 | Present |
| Bank Of America N.A | Birmingham | AL | 03/2012 | Present |
I*121847 For profit or not for profit: Non-Profit Organization Name of outside business organization: American Marketing Association Investment related: N Address of business: Birmingham, Alabama 35205 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 3/21/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Volunteer for Marketing events and ideas for speakers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-03 |
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