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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-05 |
| CA | RA | APPROVED | 2019-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Gilbert | AZ | 05/2019 | Present |
| Arizona State University | Tempe | AZ | 08/2017 | 05/2020 |
| Extended Travel | Mesa | AZ | 07/2017 | 08/2017 |
| Church Of Jesus Christ Of Latter Day Saints | Munich | 08/2015 | 07/2017 | |
| Bank Of America, N.A. | Gilbert | AZ | 08/2020 | Present |
I*: 2158274 Entity Type: Charitable Name of OBA: Church of Jesus Christ of Latter Day Saints Address: Mesa, AZ 85208 Investment Related: No Position, Title, Association: Stake Assistant Clerk over Finance & Technology Employee Start Date: 01/12/2025 Number of Hours: 3 hrs wkly Number of Hours during trading: 0 Duties: My responsibilities include: - Assembling annual budget proposals - Tracking yearly expenses - Educating ward clerks on their roles and responsibilities I have no decision making power to decide who receives funds, but I may sign checks which require two signatures: mine and another individual's. Any disbursements made will be reimbursements for individuals covering costs for church gatherings and activities, such as food and travel costs. I may occasionally receive donations for large church events and camp outs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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