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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-07-13 |
| OH | RA | APPROVED | 2003-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Columbus | OH | 08/2000 | Present |
| Bank Of America, Na | Columbus | OH | 01/2010 | Present |
I*: 1253259 Entity Type: Entity Charitable Name of OBA: Abbott Academy Fund Address: Andover, MA Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 06/01/2023 Number of Hours: 12 hrs annually Number of Hours during trading: 2 hrs anually Duties: Income from the Abbot Academy Fund (AAF) is used to provide initial funding for projects consistent with the traditions and ideals of Abbot Academy and the current needs of Phillips Academy. The Fund seeks to support the fullest realization of coeducation. Its concern is the nourishment of the individual's potential within a residential academic community. The board is not responsible for the investments. The board reviews grant proposals annually and selects recipients. Grants are made in the following general areas: Exploratory approaches to education, particularly in the realm of human behavior; Studies in the learning and development processes of youth; Social and recreational opportunities for students not otherwise provided for, particularly in sports, the creative arts, music, drama, and the humanities; Opportunities for increased informal communication among and between students, faculty, administration, and community; Such other projects as may benefit the quality of life at Phillips Academy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-08 |
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