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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-12-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 09/2016 | Present |
| Firstmerit Bank, Na | Canton | OH | 11/1993 | 09/2016 |
| Bank Of America, N.A. | Canton | OH | 11/2016 | Present |
I*100154 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: YMCA OF CENTRAL STARK COUNTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: CANTON, OHIO 44709 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 6/4/2007 NUMBER OF HOURS DEVOTED: 35 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 7 DUTIES: YMCA OF CENTRAL STARK COUNTY - YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY BOARD OF TRUSTEES, NOMINATING COMMITTEE, ENDOWMENT COMMITTEE, CAMP TIPPECANOE BOARD MEMBER I*112060 For profit or not for profit: Non-Profit Organization Name of outside business organization: YMCA of Central Stark County Investment related: N Address of business: Canton, Ohio 44709 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 4/2/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Chairman of the Finance and Property Committee. An Advisory committee of a volunteer board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-23 |
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