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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-16 |
| MD | RA | APPROVED | 2017-03-06 |
Branch Locations
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 12/2016 | Present |
| Emmanuel Episcopal Church | Bel Air | MD | 05/2003 | Present |
| Bank Of America Corporation | Hunt Valley | MD | 06/2007 | 12/2016 |
| Bank Of America, N.A. | Hunt Valley | MD | 12/2016 | Present |
I*100899 For profit or not for profit: Not for profit Name of outside business organization: Emmanuel Episcopal Church Investment related: No Address of business: Bel Air MD 21014 Position, title, association: Organist-Choirmaster (employee, non-director) Start date of relationship: 05/2003 Number of hours devoted: 15 Number of hours devoted during trading hours: 0 Duties: Direct 15-person choir, provide music for services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-04 |
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