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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-24 |
| OK | RA | APPROVED | 2013-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tulsa | OK | 06/2013 | Present |
| Bank Of America, N.A. | Tulsa | OK | 01/2014 | Present |
I*1221266, Entity Type: Entity Charitable, Name of OBA: Junior League of Tulsa, Inc., Address: Tulsa, OK, 74135, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 06/01/2026, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I am the Board Assistant, primarily supporting operational activities and needs of the President and Board. The Junior League of Tulsa, Inc. is an organization of women whose mission is to advance women¿s leadership for meaningful community impact through volunteer action, collaboration, and training. I*5178281, Entity Type: , Name of OBA: Bixby Somerset Neighborhood, Address: Bixby, Oklahoma, 74008, Investment Related: N, Position, Title, Association: volunteer administrator, Employee Start Date: 08/04/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: POA requested I be the Admin for our neighborhood Facebook group. This an unpaid volunteer administrator role for a neighborhood Facebook page/group used for community communications, neighborhood updates, resident discussions, lost pets, local events, and similar community matters. No compensation received and no business activity conducted. The Bixby Somerset Neighborhood is just where my home is located. I was asked by the POA (Property Owners Assoc.) to be the Admin for our Facebook group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-10 |
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