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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-06 |
| NV | RA | APPROVED | 2018-09-06 |
| SC | RA | APPROVED | 2013-05-02 |
| NC | RA | APPROVED | 2009-10-23 |
Branch Locations
2100 Ross Ave, Dallas, TX 75201 • United States
Southlake, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Greenville | SC | 04/2005 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 10/2009 | Present |
I*7946 For profit or not for profit: Name of outside business organization: Daniel Greene Investment related: Address of business: Boone, North Carolina 28607 Nature of business: , Position, title, association: , Start date of relationship: 5/20/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*2200282, Entity Type: Entity Charitable, Name of OBA: The Crystal Charity Ball , Address: Dallas, Texas, 75219, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/31/2025, No Hours: 6 Yearly, No Hours during Trading: 0 Yearly, Duties: Since 1952, the sole purpose of The Crystal Charity Ball has been to aid, support and make contributions to children's charities in Dallas County. As a nonprofit organization, independent of any national affiliation, members of The Crystal Charity Ball Committee have distributed more than $198 million to 160 worthy beneficiaries over the past 73 years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-12 |
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