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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 1997-12-30 |
| TX | RA | APPROVED_RES | 1994-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wichita | KS | 05/1993 | Present |
| Bank Of America,Na | Wichita | KS | 12/2009 | Present |
I*129717For profit or not for profit: For-Profit OrganizationName of outside business organization: JCL Enterprises LLCInvestment related: Address of business: Wichita, Kansas 67230Nature of business: LLCPosition, title, association: Family Held, Start date of relationship: 1/3/2020Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Buying a building for my husbands company (business is 100% owned by my husband). I*2498288, Entity Type: , Name of OBA: J N L TOD BENEFICIARIES ON FILE , Address: Wichita, Kansas, 67230, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05/28/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2575339, Entity Type: , Name of OBA: P L-N TOD BENEFICIARIES ON FILE , Address: Manor, Texas, 78653, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/23/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2577264, Entity Type: , Name of OBA: P L-N TOD BENEFICIARIES ON FILE , Address: Manor, Texas, 78653, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/23/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2929305, Entity Type: Entity For Profit, Name of OBA: ORA Design Group, Address: Wichita, Kansas, 67213, Investment Related: N, Position, Title, Association: Committee, Other, Employee State Date: 09/30/2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Advisory Board - My husband will discuss things with me and I have a say because we are using joint assets to fund the business, but the day-to-day responsibilities will be his alone. Graphic Design Business my Husband Owns. Graphic design for boats, RVs, trailer companies, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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