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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-12-07 |
| PA | RA | APPROVED | 2010-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 06/2009 | Present |
| Bank Of America,Na | Pittsburgh | PA | 12/2009 | Present |
I*39209FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE WOODLANDS FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS: 134 SHENOT ROAD, WEXFORD, PENNSYLVANIA 15090NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 3/9/2009NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: SERVE AS A BOARD MEMBER ADVISING THE EXECUTIVE DIRECTOR ON PROGRAM DEVELOPMENT AND FUNDRAISING EFFORTS I*2612263, Entity Type: Entity Charitable, Name of OBA: The Woodlands Foundation, Address: Wexford, Pennsylvania, 15090, Investment Related: N, Position, Title, Association: ["Committee"], Employee State Date: 07/14/2025, No Hours: 5 Weekly, No Hours during Trading: 1 Weekly, Duties: Assist in identifying potential donors and soliciting pledges from individuals, corporations and private foundations. I am well aware that I am not permitted to solicit clients for pledges in support of this capital campaign and will not do so. The Woodlands Foundation is a non-profit organization that provides programs, weekend retreats and week-long camps for children and adults with disability and chronic illness.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-13 |
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