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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-06 |
| CT | RA | APPROVED | 2024-08-08 |
| TX | RA | APPROVED_RES | 1999-04-20 |
| NE | RA | APPROVED | 1999-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha | NE | 11/1998 | Present |
| Bank Of America, Na | Omaha | NE | 12/2009 | Present |
I*622275 For profit or not for profit: Entity Charitable Name of outside business organization: Midwest Jesuits Investment related: N Address of business: Chicago, Illinois, 60642 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 1/3/2022 Number of hours devoted: 6 hour(s) Yearly Number of hours devoted during trading hours: 2 Duties: , helping them raise some money for taking care of elderly religious and encouraging young people to consider religious vocations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-19 |
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