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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Hudson | OH | 10/2010 | 12/2016 |
| Morgan Stanley | Akron | OH | 12/2016 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2017 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 03/2025 | Present |
| Bank Of America, N.A. | Akron | OH | 05/2025 | Present |
I*351161 Type of Entity: Charitable Organization Brunswick Rotary Investment related - No Brunswick, Ohio Position: Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent) Start Date: 10/06/2011 During business hours: 0 After business hours: 6 hrs mthly Duties: Accounting/Bookkeeping, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-17 |
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