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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-04 |
| FL | RA | APPROVED | 2015-09-08 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomasville Historical Society | Thomasville | GA | 01/2005 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 09/2015 | Present |
| Bank Of America, N.A. | Tallahassee | FL | 10/2015 | Present |
I*100977FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BOYS AND GIRLS CLUB OF THE BIG BENDINVESTMENT RELATED: NADDRESS OF BUSINESS:TALLAHASSEE, FLORIDA 32310NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 12/26/2016NUMBER OF HOURS DEVOTED: 15 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MY HUSBAND AND I HAVE BEEN ASKED TO CO-CHAIR THE ANNUAL CAPITAL CAMPAIGN- HUSBAND IS ON THE BOARD. I*2468327, Entity Type: Entity Charitable, Name of OBA: The Economic Club of Florida, Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 06/10/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: This is a professional membership Club. I was a previous President and therefore sustaining member. New board officers updated bylaws to include sustaining members on the advisory Board of the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-28 |
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