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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-01-04 |
| IN | RA | APPROVED | 1998-12-15 |
Branch Locations
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 | Carmel | IN | 05/1994 | Present |
| Bank Of America,N.A. | Indianapolis | IN | 06/2011 | Present |
CROSSFIELDS HOMEOWNERS ASSOCIATION, HOMEOWNER'S ASSOCIATION, TREASURER, SEPT 2000, 1-10, 0 DRNG TRDNG HRS, PAY BILLS AND ATTEND MEETINGS, NOT INVST RLTD.I*57997FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: OUR LADY OF MOUNT CARMEL CATHOLIC CHURCHINVESTMENT RELATED: NADDRESS OF BUSINESS: 14596 OAKRIDGE ROAD, CARMEL, INDIANA 46032NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/5/2011NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CHURCH BUDGET AND SAVINGS ACCOUNT. REVIEW BUDGET AND INVESTMENTS I*4149274, Entity Type: , Name of OBA: J M, Address: Carmel, Indiana, 46032, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/30/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-12 |
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