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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED | 2023-09-27 |
Branch Locations
3685 Stutz Drive-Suite 201, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 08/1999 | 09/2023 |
| Bank Of America, N.A. | Canfield | OH | 05/2011 | 09/2023 |
| Stifel, Nicolaus & Company, Incorporated | Canfield | OH | 09/2023 | Present |
1. St. Charles Borromeo Parish/Member Investment Committee; 4345 Westview Dr.Boardman OH 44512; Parish; Advisory; General Investment Guidance to assist Parish Priest; 01/01/2015; 3.00hrs/year; Not during securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-20 |
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