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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-16 |
| OH | RA | APPROVED | 1999-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dublin | OH | 08/1989 | Present |
| Bank Of America, Na | Dublin | OH | 12/2009 | Present |
I*954241 For profit or not for profit: Entity Charitable Name of outside business organization: Licking County Foundation, Bulldogs Forever Investment related: N Address of business: Newark, Ohio Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Fundraising committee"]] Start date of relationship: 9/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Advisory and Organizational I*1533256 For profit or not for profit: Entity For Profit Name of outside business organization: proposed: TruckHenry Investment related: N Address of business: Dublin, Ohio, 43017, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 11/1/2023 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , To purchase investment real-estate opportunities. Only a few hours on the weekend are anticipated to find opportunities. Responsibility is personal investment for acquisition.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-19 |
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