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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-06 |
| LA | RA | APPROVED | 2017-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Lafayette | LA | 05/2010 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette | LA | 05/2017 | Present |
| Bank Of America, N.A. | Lafayette | LA | 02/2018 | Present |
I*1918278, Entity Type, Name of OBA: Northwestern State University Alumni Association, Lafayette, Address: Natchitoches, LA, 71497, Investment Related: No, Position, Title, Association: Officer (President), Employee Start Date: 08/13/2024, No Hours: 16hrs/Ann, No Hours during trading: 0, Duties: Organize and hold social events for LAFAYETTE Alumni association. I*4584294 Entity Type: Entity Charitable Name of OBA: Boys & Girls Clubs of Acadiana Lafayette Advisory Council Address: Lafayette, Louisiana, 70503 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/26/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Support the youth and families in Acadiana, Help with the Rally for Kids Golf Tournament Share ideas, become involved throughout the year, help support events that help programs and services for the Lafayette clubs. I*4513314 Entity Type: Entity For Profit Name of OBA: BayouHydrangea Address: youngsville, Louisiana, 70592 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/22/2026 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: Etsy shop to download organization, checklists, prints of hydrangea's, art images with Hydrangea's or invites. uploading content for individuals to purchase. Designing the documents to be downloaded.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-15 |
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