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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-09-06 |
| TX | RA | APPROVED_RES | 2007-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Savannah | GA | 08/2007 | Present |
| Bank Of America, Na | Savannah | GA | 12/2009 | Present |
I*2147260, Entity Type Entity Charitable, Name of OBA: SCOTTISH HERITAGE USA Address: PINEHURSTNorth Carolina28370 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/08/2025 No Hours: 25 yearly No Hours during trading: 0 Duties: NATIONAL CHARACTER BETWEEN THE PEOPLES OF SCOTLAND AND NORTH AMERICA BY FURTHERING THE EXCHANGE OF IDEAS AND CONNECTIONS BETWEEN OUR TWO COUNTRIES. MY RESONSIBILITIES AS A NEWLY ELECTED BOARD MEMBER INCLUDE: DEVELOP AND IMPLEMENT AN OVERALL PLAN FOR THE ORGANIZATION. REVIEW OUTCOMES FOR EVALUATING THE ORGANIZATIONS IMPACT AND EFFECTIVNESS. REVIEW AGENEDA AND SUPPORTING MATERIAL PRIOR TO BOARD AND COMMITTEE MEETINGS. REPRESENT SCOTTISH HERITAGE USA AND THE NATIONAL TRUST FOR SCOTLAND AT PUBLIC VENUES. CONTRIBUTES TO THE ANNUAL PERFORMANCE EVALAUTION OF THE ADMINISTRATOR. SERVE ON COMMITTEE OR TASK FOCRCES AND TAKE ON SPECIAL ASSIGNEMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-24 |
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