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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-02 |
| TX | RA | APPROVED_RES | 2015-02-04 |
| PA | RA | APPROVED | 2014-10-13 |
Branch Locations
4137 Boardman Canfield Rd, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hermitage | PA | 09/2014 | Present |
| Bank Of America N.A. | Hermitage | PA | 10/2014 | Present |
I* 440797For profit or not for profit: Entity CharitableName of outside business organization: United Way of Mercer CountyInvestment related: noAddress of business: Hermitage, PA, 16148Nature of business: Charitable OrganizationPosition, title, association: Board MemberStart date of relationship: 07/17/2018Number of hours devoted: 5 monthly Number of hours devoted during trading hours: 2Duties: An organization for uniting giving, sharing, planning, and building for Mercer County Pennsylvania. I will be a advisory board member helping to oversee the operations of the executive director and staff. I*2106284, Entity Type Charitable, Name of OBA:Oh Wow! The R & G Jones Children's Center for Science & Tech Address:Youngstown,Ohio, 44503 Investment Related:N Position, Title, Association: Other Employee Start Date:11/26/2024 No Hours:1 No Hours during trading:0 Duties:My wife is the Executive Director of the organization and she has the authority to request funds out of their investment endowment account held directly at Morgan Stanley. I will have knowledge of her working relationship with the organization's endowment fund.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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