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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-25 |
| IN | RA | APPROVED | 2022-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank | Evansville | IN | 01/2002 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 10/2022 | Present |
| Bank Of America N.A. | Evansville | IN | 12/2022 | Present |
I*1032286 Entity Type: For Profit Name of outside business organization: NFLOW Holding, LLC Investment related: No Address of business: Evansville, Indiana, 47720 Position, title, association: Owner, Start date of relationship: 1/1/2023 Number of hours devoted: 1 hr Mthly Number of hours devoted during trading hours: 0 Duties: NFlow is a engine remanufacturing company with which I have a 4% silent equity interest. I*1982278, Entity Type, Name of OBA: Memorial Booster Club Address: Evansville, IN 47714 Investment Related: No Position, Title, Association: Member Employee Start Date: January 1, 2021 No Hours: 2 Monthly No Hours during trading: 0 Duties: Raise money for kids school sports programs through small fundraisers I*2295275, Entity Type, Name of OBA: Evansville Country Club Golf Committee Address: EvansvilleIndiana47711 Investment Related: No Position, Title, Association: Committee Employee Start Date: 04/04/2025No Hours: 1 monthly No Hours during trading: 0 Duties: Discuss golf activities at the club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-14 |
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