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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-08 |
| OH | RA | APPROVED | 2019-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Mayfield Heights | OH | 11/2012 | 11/2018 |
| Valmark Securities, Inc. | Akron | OH | 12/2013 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 11/2018 | Present |
I*120135 For profit or not for profit: For-Profit Organization Name of outside business organization: Dished by Diana Investment related: N Address of business: Kent, 44240 Nature of business: Sole Proprietorship, Position, title, association: Owner, Start date of relationship: 9/17/2017 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Make and sell glass up cycled bird baths and serving trays. Glass art. Owner and artist. I*2116306, Entity Type: Fiduciary, Name of OBA: F and L L, Address: Ravenna , Ohio, 44266, Investment Related: N, Position, Title, Association: , Employee State Date: 12/05/2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-08 |
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