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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2000-11-01 |
| NM | RA | APPROVED | 1999-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Santa Fe | NM | 07/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Fe | NM | 02/1999 | Present |
I*335410 For profit or not for profit: Entity Charitable Name of outside business organization: IMMANUEL EVANGELICAL LUTHERAN CHURCH Investment related: N Address of business: Santa Fe, New Mexico, 87505 Nature of business: ["Church or Religious Organization"] Position, title, association: ["Committee","Board Member"], [["Other"]] Start date of relationship: 7/15/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Lutheran church and a member congregation of The Lutheran Church-Missouri Synod. Purpose is religious Position Chairman of the Board of Elders
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-03 |
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