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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2000-09-07 |
| TX | RA | APPROVED_RES | 2000-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Beverly Hills | CA | 05/2000 | Present |
| Bank Of America,Na | Beverly Hills | CA | 08/2009 | Present |
I*54156For profit or not for profit: Non-Profit OrganizationName of outside business organization: The Summer Science ProgramInvestment related: NAddress of business:Cary, North Carolina 27519 Nature of business: Charitable Organization,Position, title, association: Director, Start date of relationship: 7/1/2012Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Member of the Board of Directors-this will included voting on all matters including management of the endowment, including investment choices. I*4012292, Entity Type Entity Charitable, Name of OBA: B D-J Congregation Address: Los Angeles California 90035 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2024 No Hours: 4 Monthly No Hours during trading: 1 Monthly Duties: Serve on the board. Vote on various matters. Synagogue
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-24 |
| S66 | Uniform Combined State Law Examination | 2000-08-16 |
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