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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-15 |
| SC | RA | APPROVED | 2015-02-09 |
Branch Locations
700 Bay St, Beaufort, SC 29902 • United States
Beaufort, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaufort | SC | 10/2012 | Present |
| Bank Of America, N.A. | Beaufort | SC | 01/2015 | Present |
I* 1838293 For profit or not for profit: Entity Charitable Name of outside business organization: Young Life Investment related: no Address of business: Beaufort, SC, 29907 Nature of business: Church or Religious Organization Position, title, association: Committee Start date of relationship: 05/27/2024 Number of hours devoted: 1 weekly Number of hours devoted during trading hours: 1 Duties: Young Life is a Christian ministry that reaches out to middle school, high school, and college students. My role will be that of a committee member. I will help with coordinating events, outreach to other parents to get involved, and fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-05 |
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