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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City | MO | 11/2018 | Present |
| Bank Of America Private Bank | Kansas City | MO | 11/2018 | 03/2024 |
| Phillips Mcelyea Carpenter & Welcg Pc | Camdenton | MO | 09/2014 | 11/2018 |
I*2470258, Entity Type: Entity Charitable, Name of OBA: KC Express Network American Business Womens Association, Address: Overland Park, Kansas, 66204, Investment Related: N, Position, Title, Association: Treasurer, Board Member, Employee State Date: 07/01/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Manage and balance budget for organization. The organization banks with CrossFirst. As a Board Member, myself and the 5 other VPs would all have check writing ability, but I am told writing checks is rarely used and the organization does not accept cash payments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
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