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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
| OH | RA | APPROVED | 2026-08-07 |
Branch Locations
8544 Hickory Hill Drive, Poland, OH 44514 • United States
222 West Adams Suite 2450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canfield | OH | 07/2016 | Present |
| Bank Of America, N.A. | Canfield | OH | 09/2025 | Present |
| Rockefeller Financial Llc | Poland | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-06 |
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