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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-15
OH RA APPROVED 2024-10-29
  • TX RA
    APPROVED
    Since 2025-01-15
  • OH RA
    APPROVED
    Since 2024-10-29

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

8890 Lyra Dr, Columbus, OH 43240 • 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 08/2024 Present
Wetherington Country Club West Chester OH 05/2019 08/2021
Beyond Cedarville OH 09/2021 04/2024
Ridgeline Wealth Planning Centerville OH 05/2023 08/2023
Guidehouse Consulting Liberty Township OH 06/2022 08/2022
Access Business Finance West Chester OH 05/2021 05/2022
Unemployed Columbus OH 05/2024 08/2024
Unemployed Mason OH 08/2014 05/2019
Ups Lebanon OH 11/2020 01/2021
Bank Of America, N.A. Columbus OH 09/2024 Present
  • 08/2024 → Present
    Columbus, OH
  • 05/2019 → 08/2021
    Wetherington Country Club
    West Chester, OH
  • 09/2021 → 04/2024
    Beyond
    Cedarville, OH
  • 05/2023 → 08/2023
    Ridgeline Wealth Planning
    Centerville, OH
  • 06/2022 → 08/2022
    Guidehouse Consulting
    Liberty Township, OH
  • 05/2021 → 05/2022
    Access Business Finance
    West Chester, OH
  • 05/2024 → 08/2024
    Unemployed
    Columbus, OH
  • 08/2014 → 05/2019
    Unemployed
    Mason, OH
  • 11/2020 → 01/2021
    Ups
    Lebanon, OH
  • 09/2024 → Present
    Bank Of America, N.A.
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-25
  • S66 Uniform Combined State Law Examination
    2024-10-25
Other Names
  • Braedon J Killion

View on SEC IAPD

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