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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-24 |
| IA | RA | APPROVED | 2018-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Davenport | IA | 10/2017 | Present |
| Cbre | Bloomington | MN | 10/2008 | 10/2017 |
| Bank Of America, N.A. | Davenport | IA | 12/2017 | Present |
I*1350255 Entity Type: Charitable Name: Quad Cities IL Rotary 6420 Investment related: No Address of business: Rock Island, IL 61201 Position, title, association: President Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: Club president will run meetings, arrange programs, assist with grant writing, attend trainings and participate in general fundraising activities. I*: 2834285 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO L. A P. IRA FBO L. A P. Address: Moline, IL 61265 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/09/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney for Parents I*: 2835305 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO L. P IRA FBO L. P. Address: Moline, IL 61265 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/09/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney for parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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