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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-08-06 |
| GA | RA | APPROVED | 2013-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 05/2013 | Present |
| Bank Of America, N.A. | Savannah | GA | 10/2013 | Present |
I*94641 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KIWANIS OF SKIDAWAY INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAVANNAH, GEORGIA 31411 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 6/2/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: KIWANIS HELPS AT RISK CHILDREN IN OUR AREA. WE MEET WEEKLY ON THURSDAYS AND I HAVE BEEN ASKED TO JOIN THE BOARD AFTER BEING A MEMBER. MY RESPONSIBILITY WILL BE TO ASSIST WITH FUNDRAISING EVENTS AND DECISIONS THAT MAY BE BROUGHT IN FRONT OF THE BOARD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-13 |
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