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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-07-14 |
| AR | RA | APPROVED | 1998-10-23 |
Branch Locations
2200 N Rodney Parham Rd, Little Rock, AR 72212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lyncy | Little Rock | AR | 02/1991 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Little Rock | AR | 02/1992 | Present |
| Bank Of America, Na | Little Rock | AR | 12/2009 | Present |
I*1009328For profit or not for profit: Entity CharitableName of outside business organization: Jacksonville First United Methodist ChurchInvestment related: NAddress of business: Jacksonville, Arkansas, 72076Nature of business: ["Church or Religious Organization"]Position, title, association: ["Other"], Start date of relationship: 1/1/2023Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Vice President of the Finance Committee, Vice-President of the church finance committee I*2704279, Entity Type: Entity For Profit, Name of OBA: The Place at Gravel Ridge, LLC., Address: Jacksonville, Arkansas, 72076, Investment Related: N, Position, Title, Association: Other, Employee State Date: 08/06/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Limited, Hold and manage rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-22 |
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