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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-05 |
| CA | RA | APPROVED | 2017-04-07 |
Branch Locations
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States
Scottsdale, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2016 | Present |
I*93470 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CHILDHELP INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2380 N. OAKMONT DR. FLAGSTAFF, ARIZONA 86004 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 5/1/2012 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHILDHELP IS A NON-PROFIT ORGANIZATION FOR THE PURPOSE OF RAISING MONEY TO HELP FIGHT AND STOP CHILD ABUSE. I AM A VOLUNTEER ON THE BOARD OF DIRECTORS AND HAVE NO SIGNING AUTHORITY OR CONTROL OF ANY OF THE ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-07 |
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