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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-20 |
| MO | RA | APPROVED | 2020-11-02 |
Branch Locations
7676 Forsyth Blvd, Clayton, MO 63105 • United States
1 Cowboys Way, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 06/2020 | Present |
| Rader Hospitality Llc | Columbia | MO | 01/2017 | 05/2020 |
| Synergy Wealth Solutions | Chesterfield | MO | 05/2019 | 08/2019 |
| Goldberg, And Rich Llp | St. Louis | MO | 05/2017 | 08/2017 |
| University Of Missouri | Columbia | MO | 08/2016 | 05/2020 |
| Bank Of America N.A. | Clayton | MO | 10/2020 | Present |
I*: 2535273 Entity Type: Charitable Name of OBA: American Red Cross St. Louis Area Planned Giving Advisory Address: St. Louis, MO 63132 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 09/01/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Member of the Planned Giving Advisory Council; provide assistance to Chapter planned giving professionals, volunteers and donors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-30 |
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