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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2023-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | Jupiter | FL | 07/2004 | Present |
| Bank Of America, N.A. | Jupiter | FL | 01/2026 | Present |
I*2213276, Entity Type: Entity Charitable, Name of OBA: The DAND Alliance LLC, Address: Wilmington, Delaware, 19802, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/28/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: This proposal is for OBA approval to serve as Vice President, Vice Chairperson of Board for The DAND Alliance Inc. My main role and responsibility would be to support overseeing the organization's operations. This activity would be approximately 4 hours per week outside of business/market hours. The DAND Alliance is a nonprofit (501c3) dedicated to advance awareness, understanding, and treatment of DEAF1 associated neurodevelopmental disorder (DAND) through targeted research initiatives and community engagement. It's mission is to fund and promote scientific research aimed at understanding and treating DEAF1 associated neurodevelopmental disorder, thereby improving the quality of life for affected individuals and other families.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
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