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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
| MS | RA | APPROVED | 2024-05-25 |
Branch Locations
1022 Highland Colony Pkwy, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgeland | MS | 02/2024 | Present |
| Saint Mark's Episcopal Church | Jackson | MS | 10/2023 | Present |
| Unemployed | Jackson | MS | 04/2023 | 10/2023 |
| Saint Luke's Episcopal Church | Mountain Brook | AL | 01/2022 | 04/2023 |
| Saint Philip's Episcopal Church | Jackson | MS | 06/2020 | 12/2021 |
| First Presbyterian Day School | Jackson | MS | 08/2021 | 10/2021 |
| Saint Andrew's Episcopal School | Ridgeland | MS | 07/2020 | 11/2020 |
| Learning Forte | Madison | VA | 06/2020 | 11/2020 |
| Virginia Theological Seminary | Alexandria | VA | 08/2017 | 05/2020 |
| Virginia Hospital Center | Arlington | VA | 05/2019 | 07/2019 |
| Merriweather Godsey | Alexandria | VA | 09/2017 | 05/2020 |
| Unemployed | Ridgeland | MS | 05/2017 | 08/2017 |
| University Of Mississippi | University | MS | 05/2014 | 06/2017 |
| Bank Of America, N.A. | Ridgeland | MS | 03/2024 | Present |
I*: 1728322Name of the other business: Saint Mark's Episcopal ChurchWhether the business is investment-related: NoAddress of the other business: Jackson, MS 39201Nature of the other business: ClergyYour position: Priest in ChargeTitle, or relationship with the other business: ClergyStart date of your relationship10-01-2023Approximate number of hours/month you devote to the other business: 10Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other business: Lead worship on Sundays, Advise a leadership board, and take care of the needs of the community. I*3752265 Entity Type: Entity Charitable Name of OBA: Virginia Theological Seminary Address: Alexandria, Virginia, 22304 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 40, Yearly Number of Hours during trading: 10, Yearly Duties: A board of trustees is essential to the health, accountability, and long¿term mission of any seminary or higher¿education institution. Steward of the institution¿s mission, financial integrity, and strategic future. I*3752266 Entity Type: Entity Charitable Name of OBA: General Theological Seminary Address: New York, New York, 10011 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 50, Yearly Number of Hours during trading: 10, Yearly Duties: A board of trustees is essential to the health, accountability, and long¿term mission of any seminary or higher¿education institution. Steward of the institution¿s mission, financial integrity, and strategic future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
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