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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-19 |
| AL | RA | APPROVED | 2018-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Birmingham | AL | 06/2016 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 04/2018 | Present |
| Fi Plan Partners | Birmingham | AL | 02/2016 | 04/2018 |
| Bank Of America, N.A. | Birmingham | AL | 06/2018 | Present |
I*1363265, Entity Type: Entity For Profit, Name of OBA: BNI, Address: Hunstville,,AL 35813, Investment Related: No, Position, Title, Association: Treasurer, Board Member, Employee State Date: 01/01/2023, No Hours: 2 Weekly, No Hours during Trading: 1 Weekly, Duties: I will meet with the chapter once a week, and then individually with members for one to one meetings once or twice a week. This is a professional networking group. Each chapter permits one profession per seat. We seek to grow our businesses thru networking. I*1205275 Entity Type: Entity Charitable Name of OBA: Shelby County Schools Education Foundation Address: Alabaster, Alabama, 35007 Investment Related: No Position, Title, Association: Board Member,Other Employee Start Date: 03/09/2023 Number of Hours: 3, Weekly Number of Hours during trading: 2, Weekly Duties: The Education Foundation raises funds to to support Shelby County Schools by way of Grant Giving, and supporting additional resources for teachers. From the website: "The Foundation is comprised of leaders, parents, and educators from throughout Shelby County. Our Board of Directors meets bi-monthly to review, plan, and implement new initiatives and best practices geared toward helping each and every one of our 32 schools. " Vice President. Assist in Fundraising, Planning Outreach and Fundraising Events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
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