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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2002-01-16 |
| OH | RA | APPROVED | 1999-08-09 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 09/1995 | Present |
| Bank Of America, N.A. | Columbus | OH | 12/2009 | Present |
I*66381 For profit or not for profit: For-Profit Organization Name of outside business organization: Bill Calvert Investment related: Address of business: Columbus, Ohio 43235 Nature of business: Partnership, Compensation for Activity: Position, title, association: Participant, Start date of relationship: 8/28/2013 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: standard breed horse racing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-12 |
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