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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-11-14
TX RA APPROVED_RES 2021-03-08
OH RA APPROVED 2018-10-10
  • DE RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED_RES
    Since 2021-03-08
  • OH RA
    APPROVED
    Since 2018-10-10

Branch Locations

294 Front St, Marietta, OH 45750 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 06/2018 Present
Gymniks Gymnastics Vienna WV 04/2014 06/2018
Olive Garden Vienna WV 05/2016 06/2018
Applebees Athens OH 04/2017 05/2017
Buffalo Wild Wings Athens OH 09/2017 01/2018
Bank Of America, N.A. Columbus OH 09/2018 Present
  • 06/2018 → Present
    Columbus, OH
  • 04/2014 → 06/2018
    Gymniks Gymnastics
    Vienna, WV
  • 05/2016 → 06/2018
    Olive Garden
    Vienna, WV
  • 04/2017 → 05/2017
    Applebees
    Athens, OH
  • 09/2017 → 01/2018
    Buffalo Wild Wings
    Athens, OH
  • 09/2018 → Present
    Bank Of America, N.A.
    Columbus, OH
Other Businesses

I*132927For profit or not for profit: For-Profit Organization Name of outside business organization: Rental Propoerty Investment related: No Address of business: Belpre, Ohio 45714Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 8/5/2020Number of hours devoted: 5 hours Monthly Number of hours devoted during trading hours: 0Duties: I am the owner of a building that includes 3 rental apartments. I am acting as the owner and as the landlord. I*1846292, Entity Type: Entity Charitable, Name of OBA: Rotary Club of Marietta , Address: Marietta, Ohio, 45750, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:board member, International civic organization

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-09
  • S66 Uniform Combined State Law Examination
    2018-10-09
Other Names
  • Mckenzie Allen

View on SEC IAPD

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