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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2002-10-25 |
| TX | RA | APPROVED_RES | 1994-01-10 |
Branch Locations
1022 Highland Colony Pkwy, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgeland | MS | 09/1983 | Present |
| Bank Of America, N.A. | Ridgeland | MS | 12/2009 | Present |
I*113451 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EPISCOPAL HABITAT FOR HUMANITY DRAWDOWN INVESTMENT RELATED: N ADDRESS OF BUSINESS: JACKSON, MISSISSIPPI 39201 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/3/2018 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: I AM THE OVERALL CHAIRPERSON OF A COMMITTEE MADE UP OF MEMBERS OF 4 LOCAL EPISCOPAL CHURCHES. THE COMMITTEE MEMBERS & I ARE TASKED WITH PLANNING AN UPCOMING DRAWDOWN EVENT ON APRIL 21ST TO RAISE FUNDS TO BUILD A HABITAT HOME IN THE JACKSON MS AREA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-02 |
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