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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-27 |
| OH | RA | APPROVED | 2015-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Zanesville | OH | 05/2015 | Present |
| Bank Of America, N.A. | Zanesville | OH | 07/2015 | Present |
I*91123 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MUSKINGUM COUNTY COMMUNITY FOUNDATION COUNCILL INVESTMENT RELATED: N ADDRESS OF BUSINESS: ZANESVILLE, OHIO 43701 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/8/2016 NUMBER OF HOURS DEVOTED: 50 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 20 DUTIES: SCHOLARSHIPS FOR LOCAL HIGH SCHOOL KIDS I*116313 For profit or not for profit: Non-Profit Organization Name of outside business organization: Genesis healthcare Foundation Investment related: N Address of business: Zanesville, Ohio 43701 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/4/2018 Number of hours devoted: 15 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Provide charitable support for Genesis HealthCare System. We're a 501 (c)(3) corporation. Governed by a volunteer board of directors who are business, civic, educational and religious leaders representing our community. I*549291 For profit or not for profit: Entity Governmental Name of outside business organization: Tri Valley Local Schools Investment related: N Address of business: Dresden, Ohio, 43821 Nature of business: ["School, College or University"] Position, title, association: ["Other"], Start date of relationship: 10/29/2021 Number of hours devoted: 300 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Basketball Coach, Varsity Assistant Basketball Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
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