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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-18 |
| OH | RA | APPROVED | 2002-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Cincinatti | OH | 09/2001 | Present |
| Bank Of America, Na | Cincinatti | OH | 12/2009 | Present |
I*63006 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WILLIAM S. OLSON FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: CINCINNATI, OHIO 45247 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, FUNDRAISING START DATE OF RELATIONSHIP: 1/1/2013 NUMBER OF HOURS DEVOTED: 150 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A NON-PROFIT ORGANIZATION CREATED IN MEMORY OF MY FATHER. WE ORGANIZE AND RUN CHARITY EVENTS TO RAISE MONEY FOR THE MAKE-A-WISH FOUNDATION. I SIMPLY FUND RAISE FOR THIS ORGANIZATION. I*10872 For profit or not for profit: Name of outside business organization: Matthew & Meghan Olson Investment related: Address of business: Cincinnati, Ohio 45208 Nature of business: , Position, title, association: , Start date of relationship: 4/1/2021 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-07 |
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