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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| OH | RA | APPROVED | 2023-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Akron | OH | 08/2013 | 06/2020 |
| Citizens Securities, Inc. | Cuyahoga Falls | OH | 06/2020 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 04/2023 | Present |
| Bank Of America, N.A. | Canton | OH | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-04 |
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