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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-28 |
| OH | RA | APPROVED | 2015-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 03/2015 | Present |
| Bank Of America, N.A. | Miamisburg | OH | 10/2015 | Present |
I*2482266, Entity Type: Entity Charitable, Name of OBA: St. Charles Parish, Address: Kettering, Ohio, 45429, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: My Current Parish finance committee. I will be on the finance board to provide my perspective on budgets / expenses. No decision making on any aspect of the parish's finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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