Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-06
OH RA APPROVED 2020-12-01
  • TX RA
    APPROVED
    Since 2021-10-06
  • OH RA
    APPROVED
    Since 2020-12-01

Branch Locations

30195 Chagrin Blvd, Pepper Pike, OH 44124 • 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
Cleveland Clinic Cleveland OH 04/2007 02/2019
Cle Solutions Independence OH 03/2019 03/2019
Symmetry Financial Grp Solon OH 03/2019 06/2019
Western Southern Life Hudson OH 07/2019 03/2020
W&S Brokerage Services Cincinnati OH 08/2019 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pepper Pike OH 03/2020 Present
Case Western Reserve University Cleveland OH 08/2016 05/2019
Bank Of America, N.A. Pepper Pike OH 05/2020 Present
  • 04/2007 → 02/2019
    Cleveland Clinic
    Cleveland, OH
  • 03/2019 → 03/2019
    Cle Solutions
    Independence, OH
  • 03/2019 → 06/2019
    Symmetry Financial Grp
    Solon, OH
  • 07/2019 → 03/2020
    Western Southern Life
    Hudson, OH
  • 08/2019 → 03/2020
    W&S Brokerage Services
    Cincinnati, OH
  • 03/2020 → Present
    Pepper Pike, OH
  • 08/2016 → 05/2019
    Case Western Reserve University
    Cleveland, OH
  • 05/2020 → Present
    Bank Of America, N.A.
    Pepper Pike, OH
Other Businesses

I*2215390, Entity Type: Entity For Profit, Name of OBA: Spirit Life Circle, Address: Solon, Ohio, 44139, Investment Related: N, Position, Title, Association: ["Other"], Employee State Date: 03/15/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Spirit Life Circle aims to help members to grow spiritually, in a safe heavenly place where each can share their weekly life story together, to be close to God, stay in the right path God has planned for them. I will be the Circle mentor. I will conduct weekly meeting, usher in the presence of God, each member can share her learning and challenge of life at this week, mentor will share her understanding of life. Pray for each other. Then have a time for each to practice hearing from God directly. God is faithful to provide, protect and point way out. Each one will have hope, encouragement, healing, and strength to carry out each daily life. I*3979285 Entity Type: Entity For Profit Name of OBA: Hannah Chen Self Book Publishing Address: Solon, Ohio, 44139 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/18/2026 Number of Hours: 50, Yearly Number of Hours during trading: 0, Yearly Duties: I am publishing a book, that is related with my Christian faith and spiritual growth I write the book, publish the book I*3982271 Entity Type: N/A Name of OBA: CWRU Alumni Association Address: Cleveland, Ohio, 44106 Investment Related: No N/A Position, Title, Association: Employee Start Date: 03/11/2026 Number of Hours: 6, Monthly Number of Hours during trading: 1, Monthly Duties: I am alumni of CWRU, Connect with other Alumni, promote the connection of CWRU to alumni Attend monthly meeting in Alumni committee meeting, connect with other alumni

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-24
S63 Uniform Securities Agent State Law Examination 2019-11-25
  • S66 Uniform Combined State Law Examination
    2020-11-24
  • S63 Uniform Securities Agent State Law Examination
    2019-11-25
Other Names
  • Jinlian Chen

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pepper Pike, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor