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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-04 |
| TN | RA | APPROVED | 2015-11-04 |
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 | 06/2015 | Present |
| Bank Of America, N.A. | Knoxville | TN | 09/2015 | Present |
I*4536292, Entity Type: Entity Charitable, Name of OBA: Olive Tree Early Learning Center, Address: Knoxville, Tennessee, 37921, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/28/2026, No Hours: 23 Monthly, No Hours during Trading: 1.5 Monthly, Duties: To serve as a voting member of the group to develop policies, procedures, and regulations for the conduct of Olive Tree Early Learning Academy; to assist in raising funds through personal contributions and participating in fundraising events. See attached Board Member Job Description pdf Olive Tree Early Learning Academy is an initiative of The Restoration House. Olive Tree partners families together with exceptional educators in a whole family approach to high quality early education that provides a creative, safe, and inclusive environment where children grow to love learning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
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