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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2014-02-21 |
| TX | RA | APPROVED | 2014-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 02/2014 | Present |
| Bank Of America, N.A. | Birmingham | AL | 05/2014 | Present |
I*3639304 Entity Type: Charitable Name of OBA: Levite Jewish Community Center Address: Birmingham, Alabama, 35213 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: A family oriented recreational and educational facility that is open to the entire community, and is a United Way agency To be involved in the leadership of the Jewish Community Center.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-23 |
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