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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-12-14 |
| TX | RA | APPROVED | 2018-08-06 |
| KY | RA | APPROVED | 2018-04-13 |
Branch Locations
300 Buttermilk Pike, Fort Mitchell, KY 41017 • United States
300 W Vine St, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Mitchell | KY | 12/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 06/2016 | 03/2017 |
| Miami University | Oxford | OH | 08/2013 | 05/2017 |
| Unemployed | West Chester | OH | 05/2017 | 12/2017 |
| Bank Of America, N.A. | Fort Mitchell | KY | 03/2018 | Present |
I*2855268, Entity Type: , Name of OBA: MLPF& S CUST FPO A M S IRA FBO A M S, Address: Lexington, Kentucky, 40509, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/12/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3193267 Entity Type: N/A Name of OBA: MLPF& S CUST FPO J E A IRA FBO J E A Address: West Chester, Ohio, 45069 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/20/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney Parents I*3193268 Entity Type: N/A Name of OBA: JJ E A TOD BENEFICIARIES ON FILE Address: West Chester, Ohio, 45069 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/20/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney Parents I*3193266 Entity Type: N/A Name of OBA: MLPF& S CUST FPO J E A RRA FBO J E A Address: West Chester, Ohio, 45069 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/20/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-12 |
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