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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-06-25 |
| OH | RA | APPROVED | 2007-09-26 |
Branch Locations
4137 Boardman Canfield Rd, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Canfield, Ohio | OH | 09/2007 | Present |
| Bank Of America, N.A. | Canfield | OH | 07/2011 | Present |
I*1013285 Entity Type: Charitable Name of OBA: Glaciers Sports, Inc. Address: Youngstown Ohio Investment Related: No Position, Title, Association: Board Member Start Date:10/01/2022No Hours: 2 Monthly No Hours during trading:0 Monthly Duties: Attend regularly scheduled Board meetings, assist with fundraising events, volunteering for events/fundraising events. I*3380269, Entity Type: Fiduciary role Name of OBA: Names Co-Executor of J C Sr/D C Estate, Address: Struthers, Ohio, 44471, Investment Related: No, Position, Title, Association: Executor, Employee Start Date: 01/15/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Executor/Parents I* 3681281 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO D. C. IRA FBO D. C. Address: Canfield, Ohio, 44406 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/02/2026 Number of Hours: 4, Yearly Number of Hours during trading: 4, Yearly Duties: Power of Attorney/In-Laws I*3683267 Entity Type: Fiduciary role Name of OBA: D. C. TOD BENEFICIARIES ON FILE Address: Canfield, Ohio, 44406 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/02/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/In-Laws I*3683268 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO D. C. IRA FBO D. C. Address: Canfield, Ohio, 44406 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/02/2026 Number of Hours: 4, Yearly Number of Hours during trading: 4, Yearly Duties: Power of Attorney/In-Laws I*3679286 Entity Type: Fiduciary role Name of OBA: D. C. IRA Address: Canfield, Ohio, 44406 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/02/2026 Number of Hours: 4, Yearly Number of Hours during trading: 4, Yearly Duties: Power of Attorney/In-Laws I*3678279 Entity Type: Fiduciary role Name of OBA: D. C. CMA Address: Canfield, Ohio, 44406 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 02/02/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/In-Laws
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-14 |
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