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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-19 |
| OH | RA | APPROVED | 2009-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Columbus | OH | 07/2007 | Present |
| Bank Of America, N.A. | Columbus | OH | 08/2022 | Present |
I*1914288, Entity Type, Name of OBA: The S Family Donor Advised Fund Address:Dublin,Ohio, 43017 Investment Related: noPosition, Title, Association:Administrator Employee Start Date: 15-Jul-2024No Hours: 0No Hours during trading: 0Duties:Administrator I*4978270, Entity Type: , Name of OBA: P H, Address: Dublin , Ohio, 43017, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/17/2026, No Hours: 18 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-25 |
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