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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-04-29 |
| OH | RA | APPROVED | 2014-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Findlay | OH | 08/2014 | Present |
| Bank Of America N.A. | Findlay | OH | 10/2014 | Present |
I*419932, For profit or not for profit: Entity Charitable, Name of outside business organization: Macklin Intergenerational Institute, Investment related: N, Address of business: Findlay, Ohio, 45840, Nature of business: ["Business or Industry Organization"]Position, title, association: ["Board Member","Officer"], Start date of relationship: 11/15/2021, Number of hours devoted: 2 hour(s) Monthly, Number of hours devoted during trading hours: 0Duties: Macklin Institute is a child day care facility. As of August 2024, I have fulfilled my duties as President of the board and will continue as a regular board member until my current board term expires in 2027. Aside from attending recurring bi-monthly board meetings (6 per year), I will no longer hold a leadership position. This is a voluntary board and there is no compensation involved with any of the responsibilities within the various roles. Additionally, the entire Board of Directors provides group oversight of the organization's mission, and of the daycare director, along with review/approval of annual budget, general financials, and other operating procedures.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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