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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-08 |
| CA | RA | APPROVED | 2012-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene | OR | 05/2010 | Present |
| Bank Of America, N.A. | Eugene | OR | 01/2013 | Present |
I*1003498 For profit or not for profit: Entity Charitable Name of outside business organization: Friends of the Children Investment related: N Address of business: Eugene, Oregon, 97401 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee","Board Member"], [["Finance committee"]] Start date of relationship: 9/22/2022 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Board Member, Finance Committee Member - To serve as aboard member, to fundraise and provide basic fiscal budgeting guidance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-13 |
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