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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-01-22 |
| CA | RA | APPROVED | 1999-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Modesto | CA | 03/1999 | Present |
| Bank Of America,N.A. | Carmel | CA | 06/2011 | Present |
I*134122 For profit or not for profit: Non-Profit Organization Name of outside business organization: Shoreline Community Church Investment related: N Address of business: Monterey, California 93940 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/19/2021 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board Member Vote on: Budgets and various changes within the church organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-23 |
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