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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-08 |
| IA | RA | APPROVED | 2023-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davenport | IA | 10/2022 | Present |
| Wells Fargo Na | Davenport | IA | 11/2010 | 10/2022 |
| Bank Of America N.A. | Davenport | IA | 12/2022 | Present |
Name: Davenport Public Library Board of Trustees Not Investment related Address: Davenport, IA Nature: Public Library Title: Trustee (volunteer) Start date: 07/01/2022 Approximate number of hours/month: 5 Approximate hour during securities trading:0 Briefly describe your duties relating to the other business: Oversee/determine library policies, develop library strategic plan, evaluate library director.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
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