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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-02 |
| MO | RA | APPROVED | 2018-06-28 |
Branch Locations
400 Chesterfield Ctr, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 12/2015 | Present |
| Bank Of America, N.A. | Clayton | MO | 12/2015 | Present |
I*2222269, Entity Type: Entity Charitable, Name of OBA: YMCA, Address: o fallon, Missouri, 63368, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 03/10/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: This is a non Fiduciary board position. The duties are described as being an advocate for the YMCA in the community. The responsibilities would include meeting 1 time per month with the board to discuss outreach in the community/etc. This will not include any cash handling, managing of funds, or decision making abilities on behalf of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-27 |
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