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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-02-10 |
| CA | RA | APPROVED | 2008-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Scottsdale | AZ | 01/2008 | Present |
| Bank Of America,Na | Scottsdale | AZ | 12/2009 | Present |
I*132461 For profit or not for profit: Non-Profit Organization Name of outside business organization: Boys and Girls Club Investment related: N Address of business: Phoenix, Arizona 85008 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 8/3/2020 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Boy and Girls Club is a voluntary, after school program for kids to go while in a safe environment. My volunteer group helps support committees by creating community awareness and fundraising efforts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
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