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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-05 |
| OH | RA | APPROVED | 2012-03-09 |
| TX | RA | APPROVED | 2012-03-09 |
Branch Locations
871 Venetia Bay Blvd, Venice, FL 34285 • United States
8890 Lyra Dr, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Arlington | OH | 03/2012 | Present |
| Bank Of America N.A | Arlington | OH | 07/2012 | Present |
I*121163 For profit or not for profit: For-Profit Organization Name of outside business organization: DLZ Aviation, LLC Investment related: N Address of business: Ostrander, Ohio 43061 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 8/1/2018 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This account is the holding company for my airplane. I am the sole member of the LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-02 |
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