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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
| OH | RA | APPROVED | 2021-11-19 |
Branch Locations
5007 Horizons Drive Suite 200, Columbus, OH 43220-5288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Arlington | OH | 08/2019 | 11/2021 |
| Unemployed | Dublin | OH | 07/2018 | 08/2018 |
| Huntington National Bank | Cleveland Heights | OH | 03/2017 | 07/2019 |
| Unemployed | University Heights | OH | 05/2017 | 07/2017 |
| John Carroll University | University Heights | OH | 08/2017 | 08/2018 |
| John Carroll University | University Heights | OH | 09/2013 | 05/2017 |
| Bank Of America, N.A. | Upper Arlington | OH | 12/2019 | 11/2021 |
| Ubs Financial Services, Inc. | Columbus | OH | 11/2021 | Present |
1) Name of business: American Italian Golf Association./ Address: 1739 W 3rd Ave. ColumbusOhio United States 43212./ Investment Related: No./ Nature: Promote Italian Heritage and Golf./ Role: Member of Board of directors./ Duty: Member of the Board to help run and manage the club./ Start Date: 1/1/2024./ Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-27 |
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