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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-10 |
| TX | RA | APPROVED_RES | 2011-01-05 |
| IN | RA | APPROVED | 2008-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 01/2008 | Present |
| Bank Of America,N.A. | Indianapolis | IN | 06/2011 | Present |
I*1663274, Entity Type: Entity Charitable, Name of OBA: Indianapolis Museum of Art, Address: Indianapolis, Indiana, 46208, Investment Related: Y, Position, Title, Association: Committee, Board Member, Employee State Date: 01/10/2024, No Hours: 100 Yearly, No Hours during Trading: 50 Yearly, Duties: The entity is a cultural institution with wide ranges of activations and a Garden, an important institution within Indy and the US. My role is to be be one of 25 board members to help guide he Institution with various responsibilities and roles. Expected to be active on Finance and Investment committees. I am there as a voting committee member for the Finance and the investment committee. I do not have a leadership role on these committees. I am there to hear reviews from the museum leadership team, proposals from the staff, hear budgets, review financials,.etc.. I do not prepare any documents or sign anything as a committee member. I attend meetings, review items on the docket and then vote. There are roughly 5 Trustees on each the investment and the Finance committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-07 |
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