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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED | 2022-07-14 |
| NM | RA | APPROVED | 2022-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albuquerque | NM | 10/2004 | Present |
| Bank Of America, N.A. | Albuquerque | NM | 03/2025 | Present |
I*: 2757298 Entity Type: Entity Charitable Name of OBA: Junior Achievement of New Mexico Address: Albuquerque, New Mexico, 87110 Investment Related: N Position, Title, Association: Board Member Employee Start Date: 12/04/2025 No Hours: 25hrs/yearly No Hours during trading: 2 Duties: I will be serving as a board member. The purpose of Junior Achievement is to teach financial literacy with age appropriate curriculum. I will serve as a volunteer both to the board and in the classroom. Ensure appropriate use of resources, advancing the mission of the organization, make decisions that are in the best interest of the organization, ensure organization follows all applicable laws and regulations, follows stated bylaws and that the organization adheres to its stated purpose and mission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-14 |
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