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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-01 |
| IN | RA | APPROVED | 2022-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Lafayette | IN | 09/2021 | 06/2022 |
| Leatherman Farms | Rockville | IN | 05/2021 | 09/2021 |
| Purdue University | West Lafayette | IN | 08/2020 | 04/2021 |
| Tempest Homes | Lafayette | IN | 05/2020 | 08/2020 |
| Student | West Lafayette | IN | 08/2018 | 08/2020 |
| Stifel | Lafayette | IN | 05/2018 | 08/2018 |
| Crawfordsville Schools | Crawfordsville | IN | 03/2012 | 05/2018 |
| Bank Of America, N.A. | Lafayette | IN | 06/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette | IN | 06/2022 | Present |
I*3322271Entity Type: CharitableName of OBA: Whitetails UnlimitedAddress: Sturgeon Bay, IN 54235Investment Related: NoPosition, Title, Association: Employee Start Date: 12/18/2025Number of Hours: 10, YearlyNumber of Hours during trading: 1, YearlyDuties: Whitetails Unlimited¿s mission is to raise funds in support of educational programs, wildlife habitat enhancement and acquisition, and preservation of the hunting tradition and shooting sports for future generations. I am on the executive committee which will lead to responsibility for planning banquets, helping to spread information, and getting people to purchase tickets for future events.I*3599292Entity Type: CharitableName of OBA: LTHC Homeless ServicesAddress: Lafayette, Indiana, 47904Investment Related: YesPosition, Title, Association: Board MemberEmployee Start Date: 02/18/2026Number of Hours: 10, YearlyNumber of Hours during trading: 0Duties: The purpose of this organization is end homelessness one person at a time by offering unique programs for Lafayette residents struggling to find permanent living arrangements. My responsibility will be to serve as a board member for the group and help to provide input and guidance to help the organization succeed. I*4498267 Entity Type: Entity Charitable Name of OBA: Women's Resource Center Address: Crawfordsville, Indiana, 47933 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/06/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: The Women's Resource Center is a faith based organization with the mission to help to provide care for pregnant females that are in tough situations and needing additional care for no cost. The resource center will provide ultrasounds, counseling, and items of necessity such as diapers, clothes, and bottles to the future mothers. I am a board member for the resource center and participate in general decisions around management of the resource center.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-20 |
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