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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| IN | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merrillville | IN | 07/2025 | Present |
| Curo Health Services | Crown Point | IN | 03/2023 | 07/2025 |
| Vna Of Nwi | Valparaiso | IN | 08/2017 | 03/2023 |
| American Senior Communities | Valparaiso | IN | 08/2015 | 08/2017 |
| Purdue University | Westville | IN | 08/2016 | 12/2017 |
| Dunes Hospice Llc | Valparaiso | IN | 10/2014 | 06/2017 |
| Bank Of America, N.A. | Merrillville | IN | 09/2025 | Present |
I*5065272, Entity Type: Entity Charitable, Name of OBA: Franciscan Health Foundation, Address: Crown Point , Indiana, 46307, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/03/2026, No Hours: 60 Yearly, No Hours during Trading: 6 Yearly, Duties: Primary roles would include attending quarterly board meetings locally and supporting fundraising efforts along with advocacy for the organizational mission. As a board member I would also play a role governance, recruitment and training of new board members as needed. The Franciscan Health Foundation's divisional boards exist to support Franciscan Health and its entities in that particular division and ensure its success in raising funds to support the most critical needs identified by the hospitals and local communities. This divisional Foundation office is affiliated with the larger health system, Franciscan Alliance, and it draws operational strength and support from that institution, enabling the Foundation divisional board to stay focused on supporting philanthropic endeavors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-30 |
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