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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2008-01-08 |
| TX | RA | APPROVED_RES | 1990-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilson | NC | 06/1978 | Present |
| Bank Of America, Na | Wilson | NC | 09/2009 | Present |
I*134347 For profit or not for profit: Non-Profit Organization Name of outside business organization: first united methodist church of wilson endowmwnt Investment related: N Address of business: wilson, North Carolina 27893 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 10/15/2020 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: to offer financial support to first united Methodist church in wilson nc.. the endowment supports missions, ministry and maintenance activities of the local church
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-31 |
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