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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-16 |
| VA | RA | APPROVED | 2010-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner, & Smith, Ic. | Norfolk | VA | 03/2010 | Present |
| Bank Of America, N.A. | Virginia Beach | VA | 08/2010 | Present |
I*79381For profit or not for profit: Non-Profit OrganizationName of outside business organization: Elizabeth RIver ProjectInvestment related: NAddress of business: portsmouth, Virginia 23704Nature of business: Charitable Organization,Position, title, association: Director, Start date of relationship: 2/2/2015Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: board member on non for profit - general board activities and volunteering. officer role -secretaryI*2137277, Entity Type: Fiduciary, Name of OBA: LHG 2022 Continuation Trust, Address: new york, New York, 10014, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 23-Dec-2024, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:I*2137276, Entity Type: Fiduciary, Name of OBA: LHG 2022 GRAT, Address: new york, New York, 10014, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 23-Dec-2024, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3755272 Entity Type: N/A Name of OBA: MF Trust Address: new york, New York, 10014 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Cousin I*3755273 Entity Type: N/A Name of OBA: CAJ Trust Address: new york, New York, 10014 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Cousin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-06 |
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