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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| WI | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2023 | 05/2025 |
| Group 6 Holdings, Inc. | Denver | NC | 06/2018 | 11/2022 |
| Stark Power | Denver | NC | 08/2017 | 06/2018 |
| Jiang Dong North America | Charlotte | NC | 05/2015 | 06/2017 |
| Unemployed | Denver | NC | 06/2017 | 08/2017 |
| Capital Credit Union Wi | Green Bay | WI | 12/2022 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay | WI | 06/2025 | Present |
| Bank Of America, N.A. | Green Bay | WI | 07/2025 | Present |
I*2899276 Entity Type: Charitable Name of OBA: New Leaf Prep Academy Address:Green Bay Wisconsin Investment Related:No Position, Title, Association:Board Member Start Date:09/30/2025 No Hours: 4 Monthly No Hours during trading:0 Monthly Duties:The Governance Board of New Leaf Prep Academy is responsible for ensuring operation is aligned with the mission, vision and strategic goals of New Leaf Prep Academy. The Board is responsible for legal, regulatory and contract compliance as well as fiscal oversight. Attend regularly scheduled board meetings and annual budget meeting, Review and approve board meeting agendas and minutes, Ensure compliance and monitor school performance, Review, approve, and initial invoices, purchase orders, transactions, and monthly financial statements, Oversee advertising and enrollment numbers, especially as it pertains to budgets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-14 |
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