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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-10-21 |
| DE | RA | APPROVED | 1998-01-01 |
Branch Locations
55 Kings Hwy, Dover, DE 19901 • United States
Dover, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington | DE | 11/1994 | Present |
| Bank Of America Na | Dover | DE | 01/2011 | Present |
I*121499 For profit or not for profit: Non-Profit Organization Name of outside business organization: Glasgow Lions Club Investment related: N Address of business: Bear, Delaware 19901 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 3/11/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: I will be an active member of the club, attend monthly meetings and support the vison of the Lions Intl Club. I*2056258, Entity Type Fiduciary, Name of OBA: JJC Address: Dover, Delaware, 19901 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 21-Oct-2024 No Hours: 1 weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-18 |
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