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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2012-02-17 |
| TX | RA | APPROVED | 2011-04-11 |
| AL | RA | APPROVED | 2011-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville | TN | 04/2010 | Present |
| Bank Of America, N.A. | Knoxville | TN | 01/2014 | Present |
I*105812 FOR PROFIT OR NOT FOR PROFIT: NON/PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BOYS AND GIRLS CLUBS OF THE TENNESSEE VALLEY INVESTMENT RELATED: N ADDRESS OF BUSINESS: KNOXVILLE, TENNESSEE 37917 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/21/2017 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THE PURPOSE IS TO PROVIDE AN AFTER/SCHOOL AND/OR SUMMER PROGRAM FOR UNDERPRIVILEDGED CHILDREN IN THE AREA. MY RESPONSIBILITY ON THE VOLUNTEER ADVISORY BOARD WILL BE TO HELP ORGANIZE EVENTS THAT BRING AWARENESS TO THE CLUB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-07 |
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