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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-07 |
| TX | RA | APPROVED_RES | 2009-01-28 |
| OH | RA | APPROVED | 2007-01-24 |
Branch Locations
8890 Lyra Dr, Columbus, OH 43240 • United States
Naples, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2006 | Present |
| Bank Of America, N.A. | Columbus | OH | 10/2011 | Present |
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KONDRACKE FAMILY FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: NAPLES, FLORIDA 34108 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 6/26/1998 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: PURPOSE OF THIS ENTITY IS TO USE FOR CHARITABLE DONATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-25 |
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