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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-04-29 |
| OH | RA | APPROVED | 2001-03-14 |
Branch Locations
5438 N Hamilton Rd, Columbus, OH 43230 • United States
New Albany, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 02/2000 | Present |
| Bank Of America, N.A. | Columbus | OH | 05/2011 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: POWER OF ATTORNEY 3.INVESTMENT RELATED: N 4.NATURE OF BUSINESS: OTHER,POA 6.POSITION, TITLE, ASSOCIATION: OTHER, POA 7.START DATE OF RELATIONSHIP: 1/1/2012 8.NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY 9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 10.DUTIES: POA ON 2 ML ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-08 |
| S66 | Uniform Combined State Law Examination | 2001-02-23 |
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