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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-02 |
| MO | RA | APPROVED | 2017-09-01 |
Branch Locations
400 Chesterfield Ctr, Chesterfield, MO 63017 • United States
Wildwood, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield | MO | 06/2017 | Present |
| Living Word United Methodist Church | Wildwood | MO | 06/2012 | 06/2017 |
| Bank Of America, N.A. | Chesterfield | MO | 11/2017 | Present |
I*2030268, Entity Type Fiduciary , Name of OBA: D Revocable Trust Address: Eureka, Missouri, 63025 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: Oct-01-2029 No Hours: 0 No Hours during trading:0 Duties: |I*: 2101259 Entity Type: Entity Charitable Name of OBA: Down Syndrome Association of St. Louis Address: Brentwood, Missouri 63144 Investment Related: n Position, Title, Association: committee Employee Start Date: 12/19/2024 No Hours: 2hr/mo No Hours during trading: 0 Duties: Down Syndrome Association of St. Louis is a non-profit organization that serves, supports and celebrates the lives of individuals with Down syndrome and their families, through every stage of life. My responsibilities would be to volunteer on the finance committee to assist with the organizations overall vision when it comes to budgeting and finances. I will not be making any investment decisions or handling cash of any kind.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-31 |
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