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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-02-25 |
| ID | RA | APPROVED | 2014-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 10/2014 | Present |
| Bank Of America, N.A. | Boise | ID | 12/2014 | Present |
I*126525 For profit or not for profit: Non-Profit Organization Name of outside business organization: Saint Alphonsus Foundation Investment related: N Address of business: Boise, Idaho 83706 Nature of business: Charitable Organization Position, title, association: Start date of relationship: 1/1/2020 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 10 Duties: I have met with the Saint Alphonsus hospital foundation board of directors recruitment committee. I have indicated my interest in serving on the board. They have several committees, but none require direct financial activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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