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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| IN | RA | APPROVED | 2025-08-26 |
Branch Locations
7300 Eagle Crest Blvd, Evansville, IN 47715 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 08/2025 | Present |
| German American Bank | Evansville | IN | 03/2023 | 08/2025 |
| University Of California State Northridge | Northridge | CA | 04/2022 | 03/2023 |
| University Of Evansville | Evansville | IN | 05/2018 | 04/2022 |
| University Of Louisville | Louisville | KY | 06/2015 | 05/2018 |
| Bank Of America, N.A. | Evansville | IN | 08/2025 | Present |
I*2782262, Entity Type, Name of OBA: PB Address: Evansville, Indiana 47715 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2024 No Hours: 1 No Hours during trading: 0 Duties: Power of Attorney/ Parent I*2782261, Entity Type: Charitable, Name of OBA: Red Cross Address: Evansville, Indiana 47715 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/01/2024 No Hours: 1 No Hours during trading: 0 Duties: Non-profit service. Serve as board member for local Evansville chapter; no compensation & no involvement or impact on fund's investments etc. I*3124267Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO P. B.RRA FBO P. B.Address: Evansville, Indiana, 47715Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/01/2017Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Power of Attorney\ Parent I*3126264Entity Type: Fiduciary roleName of OBA: P. B. TOD BENEFICIARIES ON FILEAddress: Evansville, Indiana, 47715Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/01/2017Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Power of Attorney\ Parent I*3126265Entity Type: Fiduciary roleName of OBA: P. B. TOD BENEFICIARIES ON FILEAddress: Evansville, Indiana, 47715Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/01/2017Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Power of Attorney\ Parent I*3126266Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO P. B. IRA FBO P. B.Address: Evansville, Indiana, 47715Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/01/2017Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Power of Attorney\ Parent I*3759300Entity Type: N/AName of OBA: Evansville Country ClubAddress: Evansville, Indiana, 47711Investment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 02/12/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Non-profit golf, swim, tennis, social club. Serve on the membership committee: offering ideas to help increase and retain membership count. I*3821265, Entity Type: Entity For Profit, Name of OBA: LTDP Holdings, LLC, Address: Evansville, Indiana, 47715, Investment Related: Y, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 02/17/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Owner/managing member with spouse, LLC to hold private investment already approved
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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