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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-12 |
| SC | RA | APPROVED | 2009-07-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Mt. Pleasant | SC | 07/2009 | Present |
| United States Army | Augusta | GA | 03/2003 | Present |
| Bank Of America, Na | Mount Pleasant | SC | 12/2009 | Present |
UNITED STATES ARMY RESERVE MILITARY INTELLIGENCE DEFENSE FINANCE AND ACCOUNTING SERVICES 8899 EAST 56TH STREET INDIANAPOLIS, IN 46249 STARTED: 4/23/2003 MILITARY INTELLIGENCE OFFICER O HOURS DURING TRADING HOURS 4 HOURS PER WEEK 8000 SALARY NATURE OF RESPONSIBILITES IS CLASSIFIED I*69780 For profit or not for profit: Non-Profit Organization Name of outside business organization: Friends of Fisher House, Inc. Investment related: N Address of business: Johns Island, South Carolina 29457 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 4/1/2014 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Charleston Harbour House project will provide a comfortable refuge for families of patients at the Ralph H. Johnson VA Medical Center. Harbour House will relieve the burden of costly hotel stays so that families can focus on visiting their families.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
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