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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sherman Oaks | CA | 08/2013 | Present |
| Bank Of America, N.A. | Sherman Oaks | CA | 08/2013 | Present |
I*4680331 Entity Type: Entity Charitable Name of OBA: Frisco Education Foundation Address: Frisco, Texas, 75035 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/20/2026 Number of Hours: 8, Monthly Number of Hours during trading: 0, Monthly Duties: To provide financial resources to maximize student potential in Frisco ISD through educational programs, student scholarships, and grants for innovative educators. Advocacy, Relationship Building, Strategic input, Event participation, and Community connection. Strategic in the sense of ideas around programs. Things to add or remove from an experience or event. Ideas to bring to the table that would make for a better experience for the students and or teachers. My role on the board is strictly focused on supporting community initiatives. I do not provide independent investment advice, recommendations, or strategic investment input in this capacity. I do not have access to any funds, nor do I have authority to direct or distribute funds. My involvement is limited to collaboration, idea sharing, and helping plan student and educator engagement initiatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
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