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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2000-07-26 |
| TX | RA | APPROVED_RES | 2000-07-07 |
Branch Locations
127 E Main Cross St, Findlay, OH 45840 • United States
Findlay, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Findlay | OH | 07/2000 | Present |
| Bank Of America, N.A. | Findlay | OH | 12/2009 | Present |
I*43006 For profit or not for profit: For-Profit Organization Name of outside business organization: bunnys phcy. inc. Investment related: N Address of business: sidney, Ohio 45365 Nature of business: Family Business, Position, title, association: Family Held, Start date of relationship: 7/5/2011 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: i ocassional buy things and run errands I*62825 For profit or not for profit: For-Profit Organization Name of outside business organization: bonnoront family llc Investment related: Y Address of business: findlay, Ohio 45840 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 4/23/2013 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: real estate family llc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-21 |
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