John Weston Willcox

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-05-29
OH	RA	APPROVED	2025-04-18
TX	RA	APPROVED	2025-04-17

Branch Locations

7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Cincinnati	OH	12/2019	04/2025
University Of South Carolina	Columbia	SC	08/2017	05/2020
South Carolina Department Of Administration	Coumbia	SC	05/2018	08/2018
Fifth Third Bank	Cincinnati	OH	05/2019	07/2019
University Of South Carolina	Columbia	SC	08/2016	05/2020
Bank Of America, N.A.	Cincinnati	OH	01/2023	04/2025
Morgan Stanley Smith Barney Llc	Cincinnati	OH	04/2025	Present
Morgan Stanley Private Bank, N.A	New York	NY	09/2025	Present

12/2019 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cincinnati, OH
08/2017 → 05/2020

University Of South Carolina

Columbia, SC
05/2018 → 08/2018

South Carolina Department Of Administration

Coumbia, SC
05/2019 → 07/2019

Fifth Third Bank

Cincinnati, OH
08/2016 → 05/2020

University Of South Carolina

Columbia, SC
01/2023 → 04/2025

Bank Of America, N.A.

Cincinnati, OH
04/2025 → Present

Morgan Stanley Smith Barney Llc

Cincinnati, OH
09/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-04

Other Firms