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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-05-03 |
| MO | RA | APPROVED | 2002-11-04 |
Branch Locations
7676 Forsyth Blvd, Clayton, MO 63105 • United States
Ballwin, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 07/2002 | Present |
| Bank Of America, N.A. | Clayton | MO | 08/2011 | Present |
I. GREG KRAUS, CPA-NOT INVESTMENT RELATED-341 W PACIFIC #6 WEBSTER GROVES MO 63119-TAX PREPARATION-SOLE PROPRIETOR-1995-30 HRS/YR FEB-APRIL-NONE OR DEMINIMISE HRS DURING TRADING HOURS - TAX PREPARATION II. 1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: AMERICAN RED CROSS 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: 10195 CORPORATE SQARE, ST. LOUIS, MISSOURI 63132 5.NATURE OF BUSINESS: CHARITABLE ORGANIZATION, 7.POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, 8.START DATE OF RELATIONSHIP: 2/1/2001 9.NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 3 11.DUTIES: MEMBER OF THE PLANNED GIVING ADVISORY COUNCIL OF THE ST. LOUIS AREA CHAPTER OF THE AMERICAN RED CROSS. THIS COUNCIL IS AN ADVISORY COUNCIL TO THE PHILANTHROPY COMMITTEE. MEMBERS ASSIST WITH THE PLANNING AND ATTEND THE ANNUAL ESTATE PLANNING SEMINAR I*2216278, Entity Type, Name of OBA: Country Club of St. Alban's Address: St. Albab'sMissouri63073 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/24/2025No Hours: 3 monthly No Hours during trading: 0 Duties: Board of Director Member. It is a country club. They run a golf course and clubhouse for the members of the club. The responsibilities of the board include enforcing to bylaws of the club, working with the general manager and course superintendent on their needs to ensure the clubhouse and golf course are kept in first class shape and the experience for all members and guests is first class. Major expenditures of the club have to be approved by the board as do major hiring decisions if needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 1993-08-31 |
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