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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-18 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | OH | 07/2018 | 08/2022 |
| Miami University | Oxford | OH | 08/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 06/2017 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | OH | 01/2015 | 02/2017 |
| Bank Of America, N.A. | Westlake | OH | 07/2019 | 08/2022 |
| Unemployed | Oxford | OH | 05/2018 | 07/2018 |
| Raymond James & Associates | Westlake | OH | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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