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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-12-22 |
| TX | RA | APPROVED_RES | 1983-08-23 |
Branch Locations
900 S College Rd, Lafayette, LA 70503 • United States
Youngsville, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lafayette | LA | 10/1982 | Present |
| Bank Of America,Na | Lafayette | LA | 11/2009 | Present |
I*438808, For profit or not for profit: For-Profit Organization, Name of outside business organization: Burge Recreational Property LLC, Investment related: N, Address of business: Lafayette, Louisiana 70508, Nature of business: LLC, Position, title, association: General Partner/Managing Member, Start date of relationship: 8/13/2019, Number of hours devoted: 1 hour(s) Monthly, Number of hours devoted during trading hours: 0, Duties: I am a manager and member of this LLC. The purpose of the LLC is to hold property that my family will be building a lake house on. The LLC will also hold a boat and jet skis that will be used at the lake house. I*1760278Entity Type: For Profit Name of OBA: B.E. LLC Address: Hernando, MS Investment Related: No Position, Title, Association: OwnerStart Date:03/20/2024No Hours: 0 Yearly No Hours during trading:0Duties:It is a house in Mississippi that I own
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-01-12 |
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