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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-26 |
| VA | RA | APPROVED | 2011-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roanoke | VA | 06/2008 | Present |
| Bank Of America, N.A. | Roanoke | VA | 02/2012 | Present |
I*: 485531Entity Type: Fiduciary roleName of OBA: POAAddress: Roanoke, VA 24018Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 1/9/2014Number of Hours: 0Number of Hours during trading: 0Duties: Power of Attorney/Spouse I*5127280, Entity Type: Entity Charitable, Name of OBA: Common Ground Dance Co., Address: Roanoke, Virginia, 24018, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 08/10/2026, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: I am a member of the 'Team Building and Hospitality' Committee, as well as the 'Community Outreach' Committee. The Team Building and Hospitality committee helps organize team bonding events for the dancers, team meals and birthday/milestone recognition. The Community Outreach committee helps schedule community performances, coordinate senior center visits, organize service projects and is working to build relationships with community organizations. This is a newly established dance company for children interested in participating in competition dance. The dance company is working to establish a 501c3 for fundraising purposes to help ease the financial burden of competition costs for some of the children.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-17 |
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