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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-27 |
| TX | RA | APPROVED_RES | 2022-10-27 |
Branch Locations
4455 Dressler Road Suite 202, Canton, OH 44718 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Hartville | OH | 08/2016 | 10/2016 |
| Bc Forward | Canton | OH | 10/2016 | 11/2016 |
| Keybank | Canton | OH | 11/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-21 |
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