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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-14 |
| CT | RA | APPROVED | 2015-11-17 |
Branch Locations
1600 Jfk Blvd, Philadelphia, PA 19103 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated/ U.S. Trust | New York | NY | 08/2010 | Present |
| Bank Of America, Na | New York | NY | 08/2010 | Present |
I*1516306 For profit or not for profit: Entity Charitable Name of outside business organization: Morris Animal Refuge Investment related: N Address of business: Philadelphia, Pennsylvania, 19147, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Fundraising committee","Other"]] Start date of relationship: 10/26/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I will be a member of the 1874 Society, The 1874 Society is Morris Animal Refuge's Advisory and Resource Board. Through fundraising and the expertise and skills of its members, the 1874 Society helps the shelter acquire the necessary resources to care for our homeless animals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
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