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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 1995-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 09/1995 | Present |
| Bank Of America, N.A. | Beaufort | SC | 06/2011 | Present |
I*126278 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Citadel Brigadier Foundation Investment related: N Address of business: Charleston, South Carolina 29409 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 9/1/2019 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours: 2 Duties: Board member for The Citadel's Brigadier Foundation. The foundation is in charge of scholarships for athletes at The Citadel. Board oversees the raising of these funds through private donations and memberships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-31 |
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