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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-12-20 |
| CA | RA | APPROVED | 2007-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 11/2006 | Present |
| Bank Of America, Na | Portland | OR | 12/2009 | Present |
I*3681273 Entity Type: Entity Charitable Name of OBA: St. John Fisher Address: Portland, Oregon, 97219 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/01/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Catholic Church & School Serving on Friends of St. John Fisher committee. Responsibility involves annual meeting to determine what % of funds to distribute from pool of donated school / parish funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-06 |
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