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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 06/2015 | 11/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2015 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Midland | TX | 11/2019 | Present |
| Bank Of America, N.A. | Midland | TX | 12/2019 | Present |
I*2805295Entity Type: CharitableName of OBA: Permian Orchestra Booster ClubAddress:Odessa TexasInvestment Related:NoPosition, Title, Association:Board Member,OtherStart Date:09/02/2025No Hours: 4 MonthlyNo Hours during trading:1 MonthlyDuties:fundraising ideas and set up Assist in the Permian Orchestra Booster Club. Possible board member. possibly to help with fundraising ideas and set up fundraisers. I will not be handling any money. I will not have access to funds, accounts or money movements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
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