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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED | 2019-04-16 |
| MI | RA | APPROVED | 2018-12-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 06/2005 | Present |
I*4525270 Entity Type: Entity Charitable Name of OBA: Columbus Jazz Arts Group/Columbus Jazz Address: Columbus, Ohio, 43203 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/23/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: The Jazz Arts Group hosts concerts and promotes the musical genre of jazz in the city of Columbus. I will serve as a board member for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
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