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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-02 |
| OH | RA | APPROVED | 2012-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 12/2011 | Present |
| Bank Of America, N.A. | Columbus | OH | 03/2012 | Present |
I*2729263, Entity Type: Entity For Profit, Name of OBA: Cypress 313 LLC, Address: Traverse City, Michigan, 49684, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 08/22/2025, No Hours: 100 Yearly, No Hours during Trading: 0 Yearly, Duties: Very little. Property has a property manager to handle operations.Rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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