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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-23 |
| MO | RA | APPROVED | 2018-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 09/2009 | Present |
| Bank Of America, N.A. | Clayton | MO | 09/2009 | Present |
I*3523271Entity Type: Entity CharitableName of OBA: Central Presbyterian ChurchAddress: Clayton, Missouri, 63105Investment Related: NoPosition, Title, Association: OtherEmployee Start Date: 01/18/2026Number of Hours: 50, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Religious entity Elder for the church with shepherding and teaching responsibilities. I will lead a small flock that I'm called to shepherd and regularly connect. I will also be called to meet quarterly in session to vote on various religious topics and church matters. I*3834272 Entity Type: N/A Name of OBA: J E S and S M S Revocable Trust Address: Saint Louis, Missouri, 63123 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/19/2019 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse, In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
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