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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-11 |
| UT | RA | APPROVED | 2015-05-27 |
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 & Smith Incorporated | Salt Lake City | UT | 11/2014 | Present |
| Bank Of America, N.A. | Salt Lake City | UT | 03/2015 | Present |
I*101072 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NEIGHBORHOOD HOUSE ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: SALT LAKE CITY, UTAH 84104 NATURE OF BUSINESS: OTHER,ADVISORY COMMITTEE POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/24/2017 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: MISSION ADVOCACY AND DEVELOPMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-21 |
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