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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-06 |
| VA | RA | APPROVED | 2021-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Norfolk | VA | 06/2005 | Present |
| Bank Of America, N.A. | Norfolk | VA | 06/2023 | Present |
I*: 2508264Entity Type: Private FoundationName of OBA: CREW Coastal VirginiaAddress: Lawrence, KS 66049Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 06/02/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 1 hr mthly Duties: Women's Commercial Real Estate Network, member of Community Services Committee -Committee plans events for the network as well as community service activities. I will be responsible for attending monthly meetings to discuss progress on events as well as attending/participating in events when able. I*2098270, Entity Type: Entity Charitable, Name of OBA: Saint Gregory the Great Catholic School, Address: Virginia Beach, Virginia Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/18/2025 No Hours: 2 Monthly No Hours during trading: 1 Duties:Parent Teacher Guild to support teachers and students at Saint Gregory the Great School.As President of the PTG I will facilitate PTG board meetings, ensure committee chairs have needed support and resources, and participate in budget allocation exercises. I will not have check writing privileges or direct authority over funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-23 |
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