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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-11 |
| OH | RA | APPROVED | 2004-03-24 |
Branch Locations
10100 Innovation Dr, Miamisburg, OH 45342 • United States
Mason, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dayton | OH | 03/2004 | Present |
| Bank Of America, N.A. | Dayton | OH | 12/2009 | Present |
I*2256294, Entity Type Not for Profit, Name of OBA: Cincinnati Hills Christian Academy Address: Investment Related: No Position, Title, Association: Football Coach Employee Start Date: July 14, 2025 No Hours: 32 monthly No Hours during trading: 0 Duties:Youth Football Coach I*3614265 Entity Type: Entity For Profit Name of OBA: C B Sports Garage & Cattle LLC Address: Mason, Ohio, 45040 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 02/12/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Youth Athletic Training Facility Rentals Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-15 |
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