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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-30 |
| SC | RA | APPROVED | 2024-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaufort | SC | 12/2014 | Present |
Name of the other businessBoy Scouts of America Troop 1 Whether the business is investment-relatedNo Address of the other business: Beaufort, SC 29902 Nature of the other businessLocal Boy Scout Troop Your positionCommittee Chair Title, or relationship with the other businessParent of Scouts Start date of your relationship12/2020 Approximate number of hours/month you devote to the other business10 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessResponsible for leadership, finances, and troop property; ensures compliance with national organization and charter Name of the other businessCarteret Street United Methodist Church Whether the business is investment-relatedNo Address of the other business Beaufort, SC 29902 Nature of the other businessReligious Organization Your positionMember of Board of Trustees Title, or relationship with the other businessCongregation Member Start date of your relationship01/01/2024 Approximate number of hours/month you devote to the other business2 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessBoard of Trustees oversees the facilities of the church and other properties owned. I am serving a 3 year term.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-22 |
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