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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-04-16 |
| KY | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington | KY | 08/2022 | Present |
| Frazer United Methodist Church | Montgomery | AL | 03/2022 | 08/2022 |
| Frazer United Methodist Church | Montgomery | AL | 10/2019 | 08/2022 |
| Auburn University At Montgomery | Montgomery | AL | 01/2022 | 05/2022 |
| Auburn University At Montgomery | Montgomery | AL | 08/2019 | 12/2021 |
| Southeast Forest Products | Montgomery | AL | 07/2017 | 09/2019 |
| Shinsung Petrochemical | Montgomery | AL | 08/2015 | 06/2017 |
| Bank Of America, N.A. | Lexington | KY | 11/2022 | Present |
I*: 1987335 Entity Type: Entity Charitable Name of OBA: Reality and Truth Ministries Address: Montgomery, AL Investment Related: No Position, Title, Association: Board Member,Director Employee Start Date: 09/03/2024 Number of Hours: 60 hrs annually Number of Hours during trading: 1 hr annually Duties: Attend quarterly meetings, volunteer hours via outreach and/or other committee activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-13 |
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