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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-12-10 |
| FL | RA | APPROVED | 2011-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando | FL | 03/2011 | Present |
| Bank Of America, N.A. | Orlando | FL | 07/2011 | Present |
I*4565316 Entity Type: Entity Charitable Name of OBA: St. Thomas Aquinas Catholic School Address: Saint Clou, Florida, 34769 Investment Related: No Position, Title, Association: Committee Employee Start Date: 06/01/2026 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: The organization is the school that my children attend. I am being appointed as the Parent Involvement Committee (PIC)'s Fundraising Committee Chairperson. The committee is comprised of parents who have volunteered, or been asked to volunteer, to help with the further development of the school and the school's activities. The purpose of the position is to help plan and execute fundraising opportunities for the school through events, sponsorships, etc. The purpose of the position is to help plan and execute fundraising opportunities for the school through events, sponsorships, etc. I will be in charge of helping to plan several fundraising events throughout the school year, while also trying to raise additional funds through garnering sponsorships from local businesses and individuals in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
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