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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-01-20 |
| CO | RA | APPROVED | 2008-09-18 |
Branch Locations
921 Walnut St, Boulder, CO 80302 • United States
Longmont, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 05/2008 | Present |
| Bank Of America, N.A. | Boulder | CO | 06/2011 | Present |
I*120132 For profit or not for profit: Non-Profit Organization Name of outside business organization: Longmont Community Foundation Investment related: N Address of business: Longmont, Colorado 80503 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 3/4/2019 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Community Foundation Board member. Assist board in promoting the Foundation, work with advisory boards. Educating the community and donors on non-profits they may have interest in, attend monthly meetings. Jake was voted in on 2/13/19 an
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-27 |
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