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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-08 |
| OH | RA | APPROVED | 2003-10-07 |
Branch Locations
9825 Sawmill Pkwy, Powell, OH 43065 • United States
Westerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 06/2003 | Present |
| Bank Of America, N.A. | Columbus | OH | 04/2010 | Present |
I*3210285, Entity Type: Entity Charitable, Name of OBA: Walnut Creek Parent Teacher Organization Event Co-Chair, Address: Galena, Ohio, 43021, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 11/24/2025, No Hours: 5 Monthly, No Hours during Trading: 1 Monthly, Duties: Event co-chair of the 5th grade activities and celebrations, Enrichment for elementary school and supporting students, teachers and families
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-26 |
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