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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-04 |
Branch Locations
1200 Main St, Kansas City, MO 64105 • United States
301 Tresser Blvd Office Of Cao - Awl Local Markets Organization, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 04/2011 | Present |
I*3755318, Entity Type: Entity Charitable, Name of OBA: Junior Achievement of Greater Kansas City, Address: kansas city, Kansas, 66103, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 05/01/2026, No Hours: 20 Yearly, No Hours during Trading: 4 Yearly, Duties: board member I will be responsible for attending quarterly board meetings, helping in a committee (to be determined) that would likely include fundraising or activities in addition to volunteering and spreading the mission of the organization. Per the information I am aware of it would mostly be special event attendance, volunteer commitment, special projects/capital campaigns, stewardship and advocacy commitment. Not for Profit to help with financial literacy and education for children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-28 |
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