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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-02-19 |
| TX | RA | APPROVED_RES | 2010-02-17 |
Branch Locations
Jacksonville, FL • United States
9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 02/2010 | Present |
| Bank Of America, N.A. | Tampa | FL | 02/2010 | Present |
I*4142271, Entity Type: Entity Charitable, Name of OBA: Sigma Lambda Gamma Education Foundation , Address: Monument, Colorado, 80132, Investment Related: N, Position, Title, Association: Committee, Employee Start Date: 05/01/2026, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties: The Finance Committee shall oversee all financial operations of the organization, develop long-range fiscal plans, procure and review any and all required audits, and prepare and recommend an annual operating budget to the Board. Trustees need the ability to read and interpret financial statements. Effective board service requires a working understanding of nonprofit board structure and bylaws. Trustees should bring fiduciary judgment to every vote, applying the duties of care, loyalty, and obedience when deliberating. Strong strategic thinking helps connect financial decisions to the organization's long-term direction and Mission. Trustees are also expected to exercise donor stewardship, acting as advocates for the communities we serve, and to engage in constructive deliberation that moves the board toward sound collective decisions. Budget development skills are essential for contributing meaningfully to the annual operating budget process and pressure-testing the assumptions behind it. The Sigma Lambda Gamma Education Foundation is a nonprofit and philanthropic charity operated by members of Sigma Lambda Gamma National Sorority, Inc. Our mission, vision, and activity aims to mobilize the giving power of our communities to change the world. The Sigma Lambda Gamma Education Foundation awards aide to advance education in fulfillment of our Vision.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-11 |
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