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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-26 |
| CA | RA | APPROVED | 2009-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 12/2009 | Present |
| Bank Of America, N.A. | Los Angeles | CA | 08/2017 | Present |
I*103831 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOY SCOUTS OF AMERICA INVESTMENT RELATED: N ADDRESS OF BUSINESS: LONG BEACH, CALIFORNIA 90807 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 6/1/2017 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOY SCOUTS OF AMERICA SUPPORTS THE CUB SCOUTS AND BOY SCOUTS IN YOUR LOCAL AREA. MY POSITION WILL BE SOCIAL CHAIR, ORGANIZING THE DECORATIONS FOR EACH CUB SCOUT GROUP EVENT. I WILL ALSO ASSIST THE COMMITTEE WITH ORGANIZING FUNDRAISING EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-17 |
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