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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-04-07 |
| OH | RA | APPROVED | 2007-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Cleveland | OH | 02/2007 | Present |
| Bank Of America, N.A. | Cleveland | OH | 05/2011 | Present |
I*416312 For profit or not for profit: Entity Charitable Name of outside business organization: Birthright Lake, Inc. Investment related: N Address of business: Mentor, Ohio, 44060 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Investment committee"]] Start date of relationship: 8/1/2021 Number of hours devoted: 8 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , IndependentmemberofInvestmentCommitteeTheInvestmentCommitteeisresponsibleforoverseeingBirthrightLakeIncsinvestmentsandendowments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-07 |
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