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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-02-14 |
| CA | RA | APPROVED | 2011-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Portland | OR | 01/2011 | Present |
| Bank Of America,N.A. | Portland | OR | 06/2011 | Present |
I*:2855280 Entity Type: School Name of OBA: Rosemary Anderson Prep Address: Portland, OR 97217 Investment Related: No Position, Title, Association: Council member Employee Start Date: 10/01/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 4 hrs annually Duties: I will be expected to attend the Advisory Council meetings, which take place once per quarter. The Advisory Council provides feedback and thought leadership to the board while also participating in fundraising activities for the school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-23 |
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