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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 1999-06-28 |
| TX | RA | APPROVED_RES | 1995-07-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Cincinnati | OH | 07/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 05/1994 | Present |
I*4642288, Entity Type: , Name of OBA: L R R revocable trust, Address: St Charles , Missouri, 63304, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 06/01/2026, No Hours: 20 Weekly, No Hours during Trading: 4 Weekly, Duties: I*4642289, Entity Type: , Name of OBA: L R R trust , Address: St Charles , Missouri, 63304, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 06/01/2026, No Hours: 20 Weekly, No Hours during Trading: 4 Weekly, Duties: I*4649279 Entity Type: N/A Name of OBA: K J R TTEE U/A DTD 08/16/1990 BY L R R ET AL Address: St Charles, Missouri, 63304 Investment Related: No Position, Title, Association: Executor Employee Start Date: 06/02/2026 Number of Hours: 20, Weekly Number of Hours during trading: 4, Weekly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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