Patrick Magarian

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-14
OH	RA	APPROVED	2025-05-05

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Cincinnati	OH	09/2024	Present
Xavier University	Cincinnati	OH	08/2023	09/2024
Cincinnati Country Day School	Cincinnati	OH	08/2014	06/2018
Elon University	Elon	NC	06/2018	07/2020
Von Lehman Cpa & Advisory	Fort Wright	KY	07/2020	08/2020
Ohio State University	Columbus	OH	08/2020	05/2023
Mai Capital Management	Cincinnati	OH	05/2021	08/2021
Mai Capital Management	Cincinnati	OH	05/2022	08/2022
Kelly Bros Lumber & Design	Covington	KY	06/2023	08/2023

09/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cincinnati, OH
08/2023 → 09/2024

Xavier University

Cincinnati, OH
08/2014 → 06/2018

Cincinnati Country Day School

Cincinnati, OH
06/2018 → 07/2020

Elon University

Elon, NC
07/2020 → 08/2020

Von Lehman Cpa & Advisory

Fort Wright, KY
08/2020 → 05/2023

Ohio State University

Columbus, OH
05/2021 → 08/2021

Mai Capital Management

Cincinnati, OH
05/2022 → 08/2022

Mai Capital Management

Cincinnati, OH
06/2023 → 08/2023

Kelly Bros Lumber & Design

Covington, KY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-02

Other Firms