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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-12 |
| NC | RA | APPROVED | 2008-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Raleigh | NC | 05/2008 | Present |
| Bank Of America.NA | Raleigh | NC | 12/2009 | Present |
I*35101For profit or not for profit: Non-Profit OrganizationName of outside business organization: American Cancer SocietyInvestment related: NAddress of business:raleigh, North Carolina 27615Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 10/1/2010Number of hours devoted: 100 hour(s) AnnuallyNumber of hours devoted during trading hours: 0 I*2934305, Entity Type: , Name of OBA: MLPF& S CUST FPO A P IRA FBO A P, Address: New York, New York, 10280-1521, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/01/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2934307, Entity Type: , Name of OBA: MLPF& S CUST FPO ANU P RRA FBO A P, Address: New York, New York, 10280-1521, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/01/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2938266, Entity Type: , Name of OBA: A P, Address: New York, New York, 10280-1521, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/01/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2947292, Entity Type: , Name of OBA: MLPF& S CUST FPO K P P RRA FBO K P P, Address: Raleigh, North Carolina, 27617-2224, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/01/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2947293, Entity Type: , Name of OBA: MLPF& S CUST FPO K P P IRRA FBO K P P, Address: Raleigh, North Carolina, 27617-5224, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/03/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2947294, Entity Type: , Name of OBA: K P P , Address: Raleigh, North Carolina, 27617-5224, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/03/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2947295, Entity Type: , Name of OBA: K P P, Address: Raleigh, North Carolina, 27617-5224, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/03/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2949266, Entity Type: , Name of OBA: MLPF& S CUST FPO K P P IRA FBO K P P, Address: Raleigh, North Carolina, 27617-5224, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/03/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*5176284, Entity Type, Name of OBA: K P P AND R D D JTWROS Address: Raleigh North Carolina 27617 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/01/2026 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: I*5176282, Entity Type, Name of OBA: MLPF& S CUST FPO R D D RRA FBO R D D Address: Raleigh North Carolina 27617 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/01/2026 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: I*5176283, Entity Type, Name of OBA: MLPF& S CUST FPO R D D IRA FBO R D D Address: Raleigh North Carolina 27617 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/01/2026 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties: I*5176285, Entity Type, Name of OBA: MLPF& S CUST FPO R D D IRA FBO R D D Address: Raleigh North Carolina 27617 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/01/2026 No Hours: 1 Yearly No Hours during trading: 1 Yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-11 |
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