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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
| DC | RA | APPROVED | 2025-01-24 |
| VA | RA | APPROVED | 2024-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda | MD | 08/2024 | Present |
| Northern Trust - 50 South Capital Advisors Llc | Chicago | IL | 05/2023 | 07/2024 |
| Northern Trust - 50 South Capital Advisors Llc | Chicago | IL | 07/2021 | 05/2023 |
| Canadian Imperial Bank Of Commerce | New York | NY | 05/2020 | 08/2020 |
| Sarasin & Partners Llp | London | 09/2019 | 12/2019 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 06/2019 | 08/2019 |
| Sherwood Gourmet Deli | Alexandria | VA | 06/2019 | 08/2019 |
| Sherwood Gourmet Deli | Alexandria | VA | 06/2018 | 08/2018 |
| Sherwood Gourmet Deli | Alexandria | VA | 06/2017 | 08/2017 |
| Bishop Ireton High School | Alexandria | VA | 08/2013 | 06/2017 |
| Denison University | Granville | OH | 08/2017 | 09/2019 |
| Arcadia University | London | 09/2019 | 12/2019 | |
| Denison University | Granville | OH | 12/2019 | 05/2021 |
| Bank Of America, N.A. | Bethesda | MD | 09/2024 | Present |
Name of the other business Trustee for M B C Investment-related Yes Address of the other business Alexandria, VA, 22308 Your position Trustee Title, or relationship with the other business Trustee Start date of your relationship April 2022 Approximate number of hours/months you devote to the other business0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Trustee for MEGAN CUNNINGHAM TTEE U/A DTD 04/13/2022 BY M B C - xxxx1W71 - MERRILL LYNCH, MEGAN CUNNINGHAM TTEE U/A DTD 04/13/2022 BY M B C - xxxx2E15 - MERRILL LYNCH. I*3016275 Entity Type: Charitable Name of OBA: Daughters of the American Revolution Address: Washington, District of Columbia, 20006 Investment Related: No Position, Title, Association: Member Employee Start Date: 11/01/2025 Number of Hours: 6, Monthly Number of Hours during trading: 1.5, Monthly Duties: To promote Historic Preservation, Education, and Patriotism across the United States Member meetings, community event participation, volunteering, and potentially board membership I*3996266 Entity Type: For Profit Name of OBA: Ellevate. Address: New York, New York, 10028 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 03/26/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Women's Network Ellevate Network is a global professional association focused on gender equality in the workplace. Vice President. As a board member, I help organize and promote community events. I*3996265, Entity Type: , Name of OBA: Denison Regional Network - DC, Address: Granville, Ohio, 43023, Investment Related: N, Position, Title, Association: Committee,Board Member, Employee Start Date: 04/06/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Membership outreach and event coordination, Alumni Networking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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