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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-06 |
| OH | RA | APPROVED | 2018-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mansfield | OH | 05/2018 | Present |
| Ohiohealth Corporation | Columbus | OH | 05/2014 | 05/2018 |
| Bank Of America, N.A. | Mansfield | OH | 07/2018 | Present |
I*667235For profit or not for profit: Name of outside business organization: Ohio Soccer Association, IncInvestment related: NAddress of business: Maineville, Ohio, 45039Nature of business: ["Business or Industry Organization"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 11/1/2021Number of hours devoted: 125 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Soccer Coach and Coach EducatorI*763277For profit or not for profit: Entity CharitableName of outside business organization: U.S. SoccerInvestment related: NAddress of business: Chicago, Illinois, 60616Nature of business: ["Business or Industry Organization"]Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 3/14/2022Number of hours devoted: 50 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , The United States Soccer Federation, commonly referred to as U.S. Soccer, is a 501 nonprofit organization and the official governing body of the sport of soccer in the United States. I will be a Licensed Coach Educator facilitating coaching education courI*811408 For profit or not for profit: Name of outside business organization: Alzheimer's Association , North Central Ohio Chapter Investment related: N Address of business Ontario, Ohio, 44906 Nature of business: Position, title, association: Committee Start date of relationship: 11/01/2024 Number of hours devoted: 55 hour(s) monthly Number of hours devoted during trading hours: 0 Duties: , Put on the Mansfield Walk to End Alzheimer's, fundraise and raise awareness in the community I*1548273 Entity Type: N/A Name of OBA: E K W Address: Cheyenne, Wyoming, 82001 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/01/2023 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: nephew I*1547273 Entity Type: N/A Name of OBA: B A M Address: Mansfield, Ohio, 44906 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/01/2023 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: sister I*1547274 Entity Type: N/A Name of OBA: K M W Address: Mansfield, Ohio, 44907 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/01/2023 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: sister
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-27 |
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