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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-06-06 |
| CO | RA | APPROVED | 2019-05-24 |
| TX | RA | APPROVED | 2019-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Boulder | CO | 10/2012 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 05/2019 | Present |
| Bank Of America, N.A. | Boulder | CO | 06/2019 | Present |
I "1052331", Name of OBA: Rental Property 1, Address: Carlton Landing , Colorado, Investment Related: N, Position, Title: Sole owner, Employee Start Date: 12/1/2022, No Hours: 10, Yearly No Hours: during trading: 0 Duties: N/A I*1204392 For profit or not for profit: Entity For Profit Name of outside business organization: Maven Holidays, LLC Investment related: N Address of business: Carlton Landing, Oklahoma, 74432 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 3/7/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-10 |
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