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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-10 |
| UT | RA | APPROVED | 2012-06-21 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Salt Lake City | UT | 03/2012 | Present |
| Bank Of America, N.A. | Salt Lake City | UT | 08/2012 | Present |
I*516907For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: tooele, Utah, 84074Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/1/2021Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0 I*2199352, Entity Type For profit, Name of OBA: Utah Foster Care - Utah Division and Family Services Address: Tooele, UT 84074 Investment Related: No Position, Title, Association: Foster parent Employee Start Date: 12/01/2024 No Hours: 100 monthly No Hours during trading: 0 Duties: Fostering and providing respite care for children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-19 |
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