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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-21 |
| CO | RA | APPROVED | 2017-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 10/2016 | Present |
| Travel & Looking For New Employment | Denver | CO | 06/2016 | 10/2016 |
| Bank Of America, N.A. | Denver | CO | 02/2017 | Present |
I*110287FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE WOMEN'S FOUNDATION OF COLORADOINVESTMENT RELATED: YADDRESS OF BUSINESS:DENVER, COLORADO 80208NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 11/1/2017NUMBER OF HOURS DEVOTED: 3 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: INVESTMENT COMMITTEE MEMBER, MEMBER AT LARGEI*1165247For profit or not for profit: Entity Charitable Name of outside business organization: The Women's Foundation of Colorado Investment related: N Address of business: Denver, Colorado, 80210Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 4/1/2023Number of hours devoted: 80 hour(s) Yearly Number of hours devoted during trading hours: 12Duties: , Gender, racial and economic equality - catalyzing community to advance and accelerate opportunities for Colorado women and their families. My role is as a member of the Board of Trustees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-13 |
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