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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 1997-12-30 |
| TX | RA | APPROVED_RES | 1996-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Overland Park | KS | 08/1992 | Present |
| Bank Of America, N.A. | Leawood | KS | 08/2011 | Present |
I*: 399680Entity Type For-Profit OrganizationName: BCL Group LLCInvestment related: NoAddress of business: Overland Park, Kansas 66221Position, title, association: Family Held Start date of relationship: 4/19/2021 Number of hours devoted: 0Monthly Number of hours devoted during trading hours: 0Duties: Buy rental real estate I*1821270, Entity Type Entity Charitable, Name of OBA: Starlight Theatre Address: Kansas CityMissouri64132 Investment Related: No Position, Title, Association: Committee Employee Start Date: 06/13/2024 No Hours: 20 yearly No Hours during trading: 0 Duties: Starlight Theatre's mission is to connect our community through live arts experiences that entertain, inspire, and engage. Their vision is to be the home for accessible live arts experiences for all generations I would be a member of the Philanthropy Committee. I*4509305, Entity Type: , Name of OBA: D J B TTEE J K B TTEE U/A DTD 08/28/2023 , Address: Overland Park, Kansas, 66221, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 08/28/2023, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-26 |
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