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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2004-04-15 |
| TX | RA | APPROVED_RES | 1984-06-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Memphis | TN | 07/1983 | Present |
| Bank Of America, Na | Germantown | TN | 11/2009 | Present |
I*901252 For profit or not for profit: Entity Charitable Name of outside business organization: Idlewild Presbyterian Church Investment related: N Address of business: Memphis, Tennessee, 38104 Nature of business: ["Church or Religious Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 6/27/2022 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I am an Elder on the Session of Idlewild Presbyterian Church that will serve on the budget and finance committee for the next 3 years term. I am shadowing the current chairman serving as I am going to be the chair in a year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
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