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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-11-26 |
| ID | RA | APPROVED | 2012-03-29 |
| MT | RA | APPROVED | 2012-03-29 |
| UT | RA | APPROVED | 2010-06-07 |
Branch Locations
60 E South Temple St, Salt Lake City, UT 84111 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Salt Lake City | UT | 05/2010 | Present |
I*123120 For profit or not for profit: Non-Profit Organization Name of outside business organization: American Cancer Society Investment related: N Address of business: SLC, Utah 84111 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2019 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-25 |
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