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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-02-25 |
| OH | RA | APPROVED | 2011-02-11 |
Branch Locations
5905 E Galbraith Rd, Cincinnati, OH 45236 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 01/2009 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 02/2013 | Present |
I*99682FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BOY SCOUTS OF AMERICA DAN BEARD COUNCILINVESTMENT RELATED: NADDRESS OF BUSINESS:EVENDALE, OHIO 45241NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 11/1/2016NUMBER OF HOURS DEVOTED: 5 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: "LEADERSHIP OF VARIOUS PROGRAMMING COMMITTEES." - COCHAIR OF A YOUNG PROFESSIONAL GROUP WITHIN DAN BEARD COUNCIL THAT SERVICES UNDERPRIVILEGED YOUTH IN THE CITY. OUR PRIMARY ROLE IS MENTORING BASED ACTIVISM WITH AREA CHILDREN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-31 |
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