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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-21 |
| GA | RA | APPROVED | 2019-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 08/2019 | Present |
| Us Navy | 700 Robbins Ave | PA | 05/1999 | 08/2019 |
| Bank Of America, N.A. | Savannah | GA | 10/2019 | Present |
I*548248For profit or not for profit: For Profit Name of outside business organization: TMS Farms Investment related: No Address of business: Statesboro, Georgia, 30461Position, title, association: General Partner/Managing Member, Owner Start date of relationship: 10/31/2021Number of hours devoted: 5 hours Weekly Number of hours devoted during trading hours: 0 Duties: Member Manager Owner I*: 2912274Entity Type: Religious Organization Name of OBA: Gideons International Address: Nashville, TN 37214Investment Related: No Position, Title, Association: Vice President Employee Start Date: 10/20/2025Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Vice President of the local camp. My duties will not involve providing investment advice, signing checks, paying bills, or handling funds directly. And I will not have any new responsibilities in the roll of Vice President, other than working with the other members to schedule meetings and activities in order to ensure smooth operations. The local camp has stipulated that any suggestions, opinions, or decisions made by me will be my own and not those of Bank of America or Merrill Lynch, and the camp has stated their understanding in writing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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