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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| OH | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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