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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-22 |
| TX | RA | APPROVED_RES | 2021-10-07 |
| IA | RA | APPROVED | 2019-09-06 |
Branch Locations
1065 Sierra Court Ne, Cedar Rapids, IA 52402 • United States
510 Cranberry St, Erie, PA 16507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cedar Rapids | IA | 05/2019 | Present |
| Independent Contractor | Toddville | IA | 11/2014 | 05/2019 |
| Bank Of America, N.A. | Cedar Rapids | IA | 06/2019 | Present |
Name of outside business organization: Salvation Army Kroc Center of Camden Investment related: No Address of business: Camden NJ 08105 Position, title, association: Board Member Start date of relationship: Jan 2014 Number of hours devoted monthly: 3 Number of hours devoted monthly during trading hours: 2 Duties: Board oversight of nonprofit, organization, budget and expense review, establish policy, fundraising, events, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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