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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-08 |
| IL | RA | APPROVED | 2014-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 02/2014 | Present |
| Bank Of America, N.A. | Chicago | IL | 05/2014 | Present |
I*131166 For profit or not for profit: For-Profit Organization Name of outside business organization: OTW Management LLC Investment related: N Address of business: Wake Forest, North Carolina 27587 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 5/8/2020 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: eCommerce. This is an investment in my brother's business of eCommerce. It is retail sales of products online (at the moment only Amazon), but could potentially expand to Shopify or other online outlets, but likely limited to that scope.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-20 |
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