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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2018-01-17 |
| CT | RA | APPROVED | 2015-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Batavia | NY | 04/2015 | Present |
| Bank Of America, N.A. | Batavia | NY | 07/2015 | Present |
I*918316 For profit or not for profit: Entity Charitable Name of outside business organization: Genesee County YWCA Investment related: N Address of business: Batavia, New York, 14020 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 7/19/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The YWCA of Genesee County is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom, and dignity for all. I will be the Vice President. My responsibilities will involve helping make decisions about fundraising, budgets, board member recruitment, etc. I will remain on the finance committee in addition to the board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-08 |
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