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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-04-08
OH RA APPROVED 2015-04-06
  • TX RA
    APPROVED_RES
    Since 2015-04-08
  • OH RA
    APPROVED
    Since 2015-04-06

Branch Locations

45 E Washington St, Chagrin Falls, OH 44022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mentor OH 04/2015 Present
Bank Of America, N.A. Mentor OH 05/2015 Present
Previous Registrations
Other Businesses

I*4756274, Entity Type: , Name of OBA: N P, Address: Reynoldsburg, Ohio, 43068-9354, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/01/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-26
  • S66 Uniform Combined State Law Examination
    2008-11-26
Other Names
  • Mark E Potosky

View on SEC IAPD

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