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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-01-30 |
| TX | RA | APPROVED | 2017-01-27 |
Branch Locations
5905 E Galbraith Rd Workplace Benefits, Cincinnati, OH 45236 • United States
1700 W Park Dr Retirement & Personal Wealth Solutions, Westborough, MA 01581 • United States
Milford, 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 | 11/2016 | Present |
| Unemployed | Dayton | OH | 03/2016 | 11/2016 |
I*4562267 Entity Type: Entity Charitable Name of OBA: Pattison Elementary School PTO Address: Milford, Ohio, 45150 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 06/01/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Purpose of the Pattison PTO is to strengthen the connection between families, school staff, and the broader school community in support of student success. The PTO works in partnership with teachers, administrators, and families to enhance the educational experience through enrichment opportunities and playground improvements. PTO Board Member - guide strategy and community impact, organize events, fundraisers, and enrichment opportunities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-31 |
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