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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-17 |
| GA | RA | APPROVED | 2023-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2020 | 08/2023 |
| Indigo Ag | Memphis | TN | 02/2019 | 12/2019 |
| Trimble, Inc. | Westminster | CO | 08/2017 | 02/2019 |
| Southern States Cooperative | Statesboro | GA | 09/2014 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Statesboro | GA | 08/2023 | Present |
| Bank Of America, N.A. | Statesboro | GA | 08/2023 | Present |
I*3847273Entity Type: Entity CharitableName of OBA: Rotary Club of Statesboro, GAAddress: Statesboro, Georgia, 30458Investment Related: NoPosition, Title, Association: OfficerEmployee Start Date: 07/01/2023Number of Hours: 1.5, WeeklyNumber of Hours during trading: 1.5, WeeklyDuties: Rotary Club serving as a civic organization in Statesboro, GA I have been asked to serve as President of this organization. Beginning July 1, 2026. In this role I will preside over weekly meetings and board meetings, appoint committee chairs, and set annual goals, including service projects. I*4519277, Entity Type: Entity Charitable, Name of OBA: University of Georgia Board of Visitors, Address: Athens, Georgia, 30602, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/01/2026, No Hours: 10 Yearly, No Hours during Trading: 1 Yearly, Duties: Attend 2 meetings per year. Members of the Board of Visitors are able to explore UGAs accomplishments and impact on the state of Georgia. Participation on the Board prepares individuals to serve as ambassadors for the university in their career and community environments, carrying the mission of UGA with them wherever they go.The UGA Board of Visitors establishes new relationships and strengthens long-standing ties between the states largest and most comprehensive research university.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
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