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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-01-09 |
| FL | RA | APPROVED | 2005-04-15 |
Branch Locations
1401 Manatee Ave W, Bradenton, FL 34205 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradenton | FL | 12/2004 | Present |
| Bank Of America, N.A. | Bradenton | FL | 12/2009 | Present |
I*69126 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MANATEE RIVER FAIR ASSOCIATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: PALMETTO, FLORIDA 34221 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER START DATE OF RELATIONSHIP: 1/7/2008 NUMBER OF HOURS DEVOTED: 40 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOARD SERVICE I*: 2186263 Entity Type: Charitable Name of OBA: Saint Stephen's Episcopal School Address: Bradenton, FL 34205 Investment Related: No Position, Title, Association: Board member Employee Start Date: 03/01/2025 Number of Hours: 20 hrs mthly Number of Hours during trading: 0 Duties: advisory board for the School Endowment Committee I am on the endowment board and we are charged with developing the fundraising plan for the school and developing scholarships. We also provide oversight to the investments of the school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-13 |
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