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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2005-06-30 |
| OH | RA | APPROVED | 2003-03-21 |
Branch Locations
30195 Chagrin Blvd, Pepper Pike, OH 44124 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 12/2002 | Present |
| Bank Of America,N.A. | Pepper Pike | OH | 06/2011 | Present |
I*3149283 Entity Type: HOA, Co-Op, Freehold Name of OBA: Rosewood Summit Estates Home Owners Association Address: Phoenix, Arizona, 85040 Investment Related: Yes Position, Title, Association: Board Member Employee Start Date: 11/20/2025 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Home Owners Association for our 14 home neighborhood. Help to make certain that the HOA rules are adhered to and that common area landscaping maintenance is taken care. I*4358265 Entity Type: Fiduciary role Name of OBA: MR D. A. B. TTEE E. A B. TTEE U/A DTD 01/13/1997 Address: Ruskin, Florida, 33570 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/13/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-19 |
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