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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-30 |
| NM | RA | APPROVED | 2016-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hobbs | NM | 02/2016 | Present |
| Bank Of America, N.A. | Hobbs | NM | 08/2016 | Present |
I*1748276 Entity Charitable Name of OBA: Project 40:31 Address: Hobbs, New Mexico, 88240 Investment Related: No Position, Title, Association: Committee Employee Start Date: 04/04/2024 No Hours: 2 No Hours during trading: 0 Duties:Project 40:31 works with Make-A-Wish to grant wishes to minors with cancer. I will be on the planning committee for the annual golf tournament (their biggest fundraiser). Unsure of exact duties but they will be administrative/janitorial in nature: preparing and mailing forms/fliers, organizing/coordinating tee times (and possibly posting on the entity's website) and refreshments, setup/clean up, and general "hands on" help during event. I*2116363, Entity Type: Fiduciary, Name of OBA: AT, Address: Hobbs, New Mexico, 88242, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/19/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-31 |
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