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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-15 |
| CA | RA | APPROVED | 2015-03-06 |
| TX | RA | APPROVED | 2015-03-06 |
Branch Locations
8890 Lyra Dr, Columbus, OH 43240 • United States
Dublin, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2015 | Present |
| Bank Of America, N.A. | San Francisco | CA | 03/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-27 |
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