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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-10-24 |
| OH | RA | APPROVED | 2024-09-13 |
| CA | RA | APPROVED | 2024-08-16 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2012 | 07/2018 |
| Jp Morgan Securities, Llc | Westerville | OH | 07/2018 | 07/2020 |
| Blake And Williamson, Llc | Columbus | OH | 10/2006 | Present |
| Morgan Stanley | Columbus | OH | 07/2020 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 10/2022 | Present |
| Penn State Campus Online | State College | PA | 01/2016 | 04/2017 |
Entity Name: Blake and Williamson, LLC Investment related: No Address: Bexley, OH Nature of the other business: Pass through entity utilized while Principal at JEM Consulting between 2001 and 2009 - No longer used and in process of being closed with State of Ohio Position/Title/Relationship: Sole Proprietor Start Date: 01-Oct-2006 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Holding company no longer utilized
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
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