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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2000-01-08 |
| 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 | Dayton | OH | 08/1992 | Present |
| Bank Of America, N.A. | Dayton | OH | 12/2009 | Present |
I* 1804385For profit or not for profit: Entity For ProfitName of outside business organization: Drees Rubins Anchorage RentalsInvestment related: noAddress of business: Sarasota, FL, 34242Nature of business: Limited Liability PartnershipPosition, title, association: OwnerStart date of relationship: 02/01/2019Number of hours devoted: 1 weeklyNumber of hours devoted during trading hours: 0Duties: I manage the financials for both properties. I pay bills and handle the tax prep for the LLC I*3252269, Entity Type: , Name of OBA: Rental Property 1, Address: Sarasota, Florida, 34242, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 12/01/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-08 |
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