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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 |
| FL | RA | APPROVED | 2017-09-25 |
Branch Locations
1276 Metropolitan Blvd, Tallahassee, FL 32312 • United States
Tallahassee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 06/2017 | Present |
| Us Army | Tallahassee | FL | 05/1996 | 05/2017 |
| Bank Of America, N.A. | Tallahassee | FL | 08/2017 | Present |
I*126526 For profit or not for profit: Non-Profit Organization Name of outside business organization: Rotary Club Investment related: N Address of business: Tallahassee, Florida 32317 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 7/1/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 4 Duties: Will serve as President of the Rotary Club of Tallahassee, Northside. As Club President will lead the club's monthly activities, chair the board meetings, and direct the officers of the club. I*: 391416 Entity Type: Entity Charitable Name of OBA: Rotary District 6940 Address: Tallahassee, FL Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/01/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Serve as volunteer position, Chief of Staff for Rotary District 6940. District 6940 runs from Pensacola to Lake City FL, and encompasses approx. 50 Rotary Clubs. The Chief of Staff serves as a liaison between local clubs and the district leadership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-21 |
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