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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2010-02-22 |
| VA | RA | APPROVED | 2009-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roanoke | VA | 12/2008 | Present |
| Bank Of America, N.A. | Roanoke | VA | 11/2009 | Present |
I*110443 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JDRF INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ROANOKE, VIRGINIA 24179 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 11/14/2017 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SIT ON THE BOARD OG JUVINILLE DIABEATIS RESEARCH FOUNDATION. THIS A NON PROFIT BOARD FOR RESEARCH AND FUNDRAISING FOR THE CURE FOR DIABEATES I AM A BOARD MEMBER AND SIT ON THE DECORATING COMMITTEE FOR THE YEARLY GALA EVENT. I DO NOT HAVE ANY OTHER R I*123017 For profit or not for profit: Non-Profit Organization Name of outside business organization: JDRF Investment related: N Address of business: roanoke, Virginia 24018 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 5/8/2019 Number of hours devoted: 12 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-30 |
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