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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-11-07 |
| SD | RA | APPROVED | 2011-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sioux Falls | SD | 07/2011 | Present |
| Bank Of America, N.A. | Sioux Falls | SD | 12/2011 | Present |
I*: 2389346 Entity Type: Religious Organization Name of OBA: Gloria Dei Lutheran Church Address: Sioux Falls, South Dakota Investment Related: No Position, Title, Association: Advisor Employee Start Date: 01/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Advise and review the endowment funds for Gloria Dei Church. Present information to the church board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
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