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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-17 |
| NV | RA | APPROVED | 2020-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reno | NV | 11/2017 | Present |
| Bank Of America, N.A. | Reno | NV | 11/2017 | Present |
| Us Bank | Reno | NV | 02/2016 | 11/2017 |
I*1526298 For profit or not for profit: Entity Governmental Name of outside business organization: City of Reno - Financial Advisory Board Investment related: N Address of business: Reno, Nevada, 89501, United States Nature of business: ["Governmental Organization"] Position, title, association: ["Board Member"], Start date of relationship: 12/7/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , As part of the Financial Advisory Board, we will be presented with opportunities that the city is contemplating to enact and it will be our responsibility to evaluate the viability of the opportunity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-17 |
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