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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-13 |
| OH | RA | APPROVED | 2022-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 03/2016 | Present |
| The Bounce Club | Powell | OH | 11/2012 | Present |
| The Ohio State University | Columbus | OH | 08/2013 | 12/2016 |
| Bank Of America, N.A. | Columbus | OH | 05/2023 | Present |
The Bounce Club non-investment related business Powell, OH indoor trampoline park class instructor & party coordinator start date- 11/2012 15 hours/ month 0 hours devoted during trading hours instruct fitness classes and conduct birthday parties I*377324 For profit or not for profit: Entity For Profit Name of outside business organization: The Bounce Club Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 12/8/2011 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Instruct birthday parties, teach fitness classes I*1346287 For profit or not for profit: Entity For Profit Name of outside business organization: Bishop Watterson High School Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["School, College or University"] Position, title, association: ["Employee"], Start date of relationship: 3/1/2023 Number of hours devoted: 100 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Lacrosse Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-23 |
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