Beth Marie Radcliff

Current Employers

Employment History

• 07/2007 → 02/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dublin, OH
• 06/2011 → 02/2019
  Bank Of America,N.A.
  Dublin, OH
• 02/2019 → Present
  Stifel Nicolaus & Co Inc
  Dublin, OH

Previous Registrations

• 2007-07-30 → 2019-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 2000-01-01 → 2007-08-01
  A. G. Edwards & Sons, Inc.
  Columbus, OH
  Dublin, OH
  Columbus, OH

Other Businesses

1. Marine Direct; 7024 Bordeaux Court Dublin OH 43016; Marine Wholesale; Owner; VP/Treasurer; Manage the cash, expenses, and tax returns; 1/4/2000;2 hr/day; Not during securities trading hours; Not Investment-Related. 2. Make a Wish Foundation; 2545 Farmers Drive #300 Columbus, OH 43235; Board Member and Volunteer; Fundraising, business planning, volunteer work; 5/1/19; 2.00 Hour(s) Per Week; Not during securities trading hours; Not Investment-Related. 3. BMR Management; 7024 Bordeaux Tiffin OH 43016;sole proprietorship; entity used to pay our kids for work;1/1/2015;1 hr/qtr; not during securities trading hours; not investment related. 4. Ohio University College of Business Department Management & Strategic Leadership/Board of Advisor Recommendation; 71 South Court Street, Athens, OH 45701; University; Board Member; Make sure curriculum is staying current to current business world; 03/18/2022; 8 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 5. Radco, Inc.; 7024 Bordeaux Ct, Dublin, OH 43016; Entity for ownership of NauticStar; Co-Owner; 04/21/2023; 0 Hours per day; Not during securities trading hours; Not Investment-Related. 6. BlackGem LLC; 7024 Bordeaux Court Dublin, OH 43016; Shell to own ownership of approx 10% of Vanderbilt Pontoons; partial owner with husband; if there is a k-1, I will give it to my accountant; 06/29/2025; 1hrs/yr; Not during securities trading hours; Investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-18
• S63 Uniform Securities Agent State Law Examination
  1996-03-28

Other Names

• Buffy Kagy
• Beth Kagy
• Beth Marie Kagy