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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-20 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
620 S Tryon St, Charlotte, NC 28255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 10/2005 | Present |
I*1391338 For profit or not for profit: Entity Charitable Name of outside business organization: Latin American Association Investment related: N Address of business: Atlanta, Georgia, 30324, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 9/1/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 1 Duties: LAA serves the needs of immigrants from Latin America in metro Atlanta with a full spectrum of services and programs that help families adapt to their new country and integrate into the community. I am being considered for a 3 year board membership Board member responsibilities: establish major administration and other policies governing the affairs of the LAA and devise and plan measures for the LAA's growth and development; ?approve the organization's strategic plan; ?appoint and supervise the CEO of the LAA; ?approve proposals and budget requests to funding agencies; ?designate standing committees of the Board as needed; ?elect the new Board members; ?approve and authorize major contractual arrangements on behalf of the LAA;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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