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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-05-23 |
| AL | RA | APPROVED | 2013-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Montgomery | AL | 02/2013 | Present |
| Bank Of America, N.A. | Montgomery | AL | 05/2013 | Present |
I*2197260, Entity Type: Entity Charitable, Name of OBA: Meals on Wheels, Address: Montgomery, Alabama, 36104, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 03/05/2025, No Hours: 3 Monthly, No Hours during Trading: 3 Monthly, Duties: Meal preparation and delivery to seniors in the Montgomery, AL area; I will serve on the advisory board to oversee and approve the organization's strategic goals and operations I*1889276, Entity Type Entity Charitable, Name of OBA: Montgomery Symphony Orchestra Address: MontgomeryAlabama36104 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/01/2024 No Hours:2 monthly No Hours during trading: 2 monthly Duties: Community orchestra based in Montgomery, AL, I will serve on the advisory board with no specific duties beyond approval of agenda and other items prepared by the orchestra's leadership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-18 |
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