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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-07-06 |
| OH | RA | APPROVED | 2003-05-15 |
Branch Locations
312 Walnut St Pbig - Cincinnati, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cinncinati | OH | 07/2002 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 12/2009 | Present |
I*133728 For profit or not for profit: Non-Profit Organization Name of outside business organization: Cincinnati Parks Foundation Investment related: N Address of business: Cincinnati, Ohio 45219 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 12/8/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: I am on the Professional Advisory Board to the organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-09 |
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