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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
8544 Hickory Hill Drive, Poland, OH 44514 • United States
222 West Adams Suite 2450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 02/2020 | 08/2026 |
| Bank Of America Merrill Lynch | Cleveland | OH | 04/2019 | 08/2019 |
| The Ohio State University | Columbus | OH | 08/2019 | 05/2022 |
| Cuyahoga Community College | Middleburg Heights | OH | 08/2017 | 05/2019 |
| Rocky River High School | Rocky River | OH | 08/2014 | 06/2018 |
| Bank Of America, N.A. | Columbus | OH | 09/2022 | 08/2026 |
| Rockefeller Financial Llc | Poland | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
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