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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-11-17 |
| TX | RA | APPROVED | 2008-11-14 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 11/2008 | Present |
| Bank Of America, Na | Pepper Pike | OH | 12/2009 | Present |
I*2739295, Entity Type: Entity For Profit, Name of OBA: Janus Real Estate Holdings QOZB LLC, Address: North Canton, Ohio, 44721, Investment Related: N, Position, Title, Association: Other, Employee State Date: 09/01/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Silent minority ownership only, almost no role. Company formed for the purpose of operating as a Qualified Opportunity Zone Business Property. It intends to develop, rent and eventually sell its property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-11 |
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