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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-03-06 |
| TX | RA | APPROVED | 2002-11-22 |
Branch Locations
45 E Washington St, Chagrin Falls, OH 44022 • United States
North Royalton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 09/2008 | Present |
| Bank Of America,N.A. | Chagrin Falls | OH | 06/2011 | Present |
I*: 2556259Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO P, K H. IRA FBO P. K H.Address: North Royalton, OH 44133Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 06/16/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: POA for parent I*: 2556260Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO P. K H. IRA FBO P. K H.Address: North Royalton, OH 44133Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/16/2025Number of Hours: 1 hr mthyNumber of Hours during trading: 0 Duties: POA for parent I*: 2555267Entity Type: Fiduciary roleName of OBA: P. K H. R. J H. JTWROSAddress: North Royalton, OH 44133Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 06/16/2025Number of Hours: 1 hr mthyNumber of Hours during trading: 0 Duties: POA for parent I*2577290, Entity Type: , Name of OBA: MR R J H TOD BENEFICIARIES ON FILE , Address: North Royalton, Ohio, 44133, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/25/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2577291, Entity Type: , Name of OBA: CUST FPO MR R J H IRA FBO MR R J H, Address: North Royalton, Ohio, 44133, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06/25/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-19 |
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