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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-07-18 |
| NH | RA | APPROVED | 2006-03-08 |
Branch Locations
900 Elm St, Manchester, NH 03101 • United States
Glen, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester | NH | 03/2006 | Present |
| Bank Of America, N.A. | Manchester | NH | 11/2009 | Present |
I*94336FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: TECHNOLOGY VILLAGE REALTY MANAGEMENT CORP. BOARDINVESTMENT RELATED: NADDRESS OF BUSINESS: MT WASHINGTON VALLEY ECONOMIC COUNCIL, 53 TECHNOLOGY LANE SUITE 100CONWAY, NEW HAMPSHIRE 3818NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 7/1/2016NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: MISSION STATEMENT: TO ENHANCE OUR COMMUNITIES BY FOSTERING THE FORMATION OF NEW BUSINESS AND ATTRACTING BUSINESSES TO RELOCATE TO THE AREA, WITH A COMMITMENT TO HELP THEM DIVERSIFY, PROSPER AND ENHANCE THEIR SUSTAINABILITY WHILE PRESERVING THE REGION I*3104269 Entity Type: Entity Charitable Name of OBA: Conway Area Humane Society Address: Conway, New Hampshire Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/01/2025 Number of Hours: 8, Monthly Number of Hours during trading: 0, Monthly Duties: Mission Statement Conway Area Humane Society is a community of volunteers, staff, and supporters dedicated to promoting animal welfare through rescue, adoption, and education. Conway Area Humane Society is a 501(c)3 nonprofit organization. I will be a member of the organization's board of directors assisting with strategic planning, fundraising, and any other tasks that help the organization meet its goals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-18 |
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