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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-19 |
| AL | RA | APPROVED | 2017-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 04/2016 | Present |
| Bank Of America, N.A. | Birmingham | AL | 06/2017 | Present |
I*2018337 Entity Type: Entity Charitable Name of OBA: St. Clair County Community Health Clinic Address:Pell City Alabama Investment Related:No Position, Title, Association:Board Member Start Date:11/20/2024 No Hours: 4 Yearly No Hours during trading:4 Duties:Assist in reviewing clinic financials and cash flow planning. This is a Non Profit Health Care facility serving the St. Clair County Community. I will be attending quarterly board meetings and assisting in planning events throughout the year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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