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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-29 |
Branch Locations
200 Central Ave, Saint Petersburg, FL 33701 • United States
22 Bull St, Savannah, GA 31401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Seattle | WA | 09/1998 | Present |
| Bank Of America, N.A. | Tacoma | WA | 08/2015 | Present |
I*: 455908 Entity Type: Charitable Organization Name of OBA: South Sound Planned Giving Council Address: Gig Harbor, Washington, 98335 Investment Related: No Position, Title, Association: Officer(President, CEO) Employee Start Date: 01-Jan-2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: The South Sound Planned Giving Council provides a forum for education about planned giving to charities in the community. My role would be as the President Elect for 1 year and President for the next 2 years and then again as an at-large board member supporting the educational work of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-29 |
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