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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-03 |
| GA | RA | APPROVED | 2019-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | GA | 09/2019 | Present |
| St. Andrews Presbyterian Church | Midland | GA | 04/2016 | 06/2019 |
| Unemployed | Columbus | GA | 06/2019 | 09/2019 |
| Samford University | Birmingham | AL | 08/2010 | 12/2018 |
I*133104 For profit or not for profit: Non-Profit Organization Name of outside business organization: St. Andrews Presbyterian Church Investment related: N Address of business: Columbus, Georgia 31820 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 9/13/2020 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I will be serving on the diaconate with a focus on taking care of the widows in the church, financial decisions, and managing church property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
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