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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-27 |
| TX | RA | APPROVED | 2012-01-11 |
| AL | RA | APPROVED | 2011-10-13 |
Branch Locations
3674 Dauphin St, Mobile, AL 36608 • United States
Pensacola Beach, FL • United States
815 S Palafox St, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mobile | AL | 07/2011 | Present |
| Bank Of America, N.A. | Mobile | AL | 08/2011 | Present |
I*114227 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Shirk Family Foundation Investment related: N Address of business: Mobile, Alabama 36695 Nature of business: Cooperative,Family Position, title, association: Officer, Start date of relationship: 4/2/2018 Number of hours devoted: 15 hour(s) Annually Number of hours devoted during trading hours: 10 Duties: Family Foundation in Memory of Judy Shirk, former ML employee; provides charitable grants to eligible 501(c) orgs in support of child & animal welfare & the arts. Serve as secretary; organize and plan application, vetted and grant award process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-12 |
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