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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-20 |
| OH | RA | APPROVED | 2011-08-25 |
| NJ | RA | APPROVED | 2006-12-11 |
Branch Locations
4300 Munson St Nw Gwim Chief Investment Office (Cio), Canton, OH 44718 • United States
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 03/2006 | Present |
I*1184265 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Pittsburgh, Pennsylvania, 15203 Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 2/14/2023 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-18 |
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