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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-07-30 |
| TX | RA | APPROVED | 2015-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 07/2015 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 09/2015 | Present |
I*4511306 Entity Type: Fiduciary role Name of OBA: J. C. and S. C. Address: Cincinnati, Ohio, 45241 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/30/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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