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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 1999-08-09 |
| TX | RA | APPROVED_RES | 1995-08-31 |
Branch Locations
Kelleys Island, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hudson | OH | 05/1993 | Present |
| Bank Of America, N.A. | Hudson | OH | 06/2017 | Present |
I*59753 Entity Type: For-Profit Organization Name of outside business organization: rlm investments llc Investment related: No Address of business: Hudson, Ohio 44236 Position, title, association: Committee Member Start date of relationship: 11/20/2012 Number of hours devoted: 2 hours Annually Number of hours devoted during trading hours: 0 Duties: it is a llc for my family's farm land I*124387 For profit or not for profit: For-Profit Organization Name of outside business organization: msjc, llc Investment related: No Address of business: Hudson, Ohio 44236 Position, title, association: Family Held Start date of relationship: 6/3/2018 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: holds a rental house I*: 2561289 Entity Type: For Profit Name of OBA: rlm 2. llc Address: Hudson, OH 44236 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/17/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: collect rent and organize maintenance and grass/snow
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-22 |
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