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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-02-08 |
| TX | RA | APPROVED | 2019-02-08 |
Branch Locations
Lakeside Park, KY • United States
300 Buttermilk Pike, Fort Mitchell, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Mitchell | KY | 02/2019 | Present |
| Bank Of America, N.A. | Fort Mitchell | KY | 03/2019 | Present |
I*128157For profit or not for profit: Non-Profit OrganizationName of outside business organization: Master ProvisionsInvestment related: NAddress of business:Florence, Kentucky 41042Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 12/5/2019Number of hours devoted: 1 hour(s) QuarterlyNumber of hours devoted during trading hours: 1Duties: I sit on a committee to discuss ways they can host various events to bring in money in order to provide more food and clothing to the poor. They have asked me to be on their board. They will vote in December and the first meeting will be held in Mar I*1055293For profit or not for profit: Entity For ProfitName of outside business organization: UnknownInvestment related: NAddress of business: Lakeside Park, KentuckyNature of business: ["Limited Liability Company"]Position, title, association: ["Officer","General Partner/Managing Member","Owner"], Start date of relationship: 11/14/2022Number of hours devoted: 1 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: I will be an affiliate marketer for products I use (non financial related). Marketing for products on Amazon and other small businesses who want to spread the word about their products. Most products are related to beauty, self care, self healing. I*465833, Entity Type: Entity Charitable, Name of OBA: Master Provisions, Address: Florence, Kentucky, 41042, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 11/12/2021, No Hours: 1.5 Monthly, No Hours during Trading: 1.5 Monthly, Duties: I work with the marketing committee to help drive brand awareness and to develop ways to generate more revenue for the organization. To provide food for the local tri state area to meet the food insecurity needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
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