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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-01-14 |
| GA | RA | APPROVED | 2012-08-23 |
Branch Locations
103 Main St, Saint Simons Island, GA 31522 • United States
Saint Simons Island, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Simons Island | GA | 06/2011 | Present |
| Bank Of America, N.A. | Saint Simons Island | GA | 10/2012 | Present |
I*119905For profit or not for profit: Non-Profit OrganizationName of outside business organization: United Way of Coastal Georgia, Inc.Investment related: NAddress of business:Brunswick, Georgia 31521Nature of business: Corporation,Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2019Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 3Duties: board member, responsibilities include attendance, participate in annual retreat, help solicit contributions to their general campaign, assist in fundraising events, help recruit and train volunteers, attend volunteer and donor appreciation events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-20 |
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