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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-12 |
| OH | RA | APPROVED | 2012-07-03 |
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 | 06/2012 | Present |
| Bank Of America, N.A. | Columbus | OH | 04/2015 | Present |
I*3589287 Entity Type: Entity Governmental Name of OBA: westerville city school district Address: Westerville, Ohio, 43081 Investment Related: No Position, Title, Association: Committee Employee Start Date: 03/15/2026 Number of Hours: 15, Yearly Number of Hours during trading: 0, Yearly Duties: This is the Finance Committee for Westerville City Schools. We will discuss finances, budgets, funding, etc. for the School District Listen to presentations and act as a sounding board for decisions.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-16 |
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