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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-30 |
| OH | RA | APPROVED | 2021-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Columbus | OH | 11/2014 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith | Columbus | OH | 03/2021 | Present |
| Bank Of America, N.A. | Columbus | OH | 04/2021 | Present |
I*: 2510283 Entity Type: Not for Profit Name of OBA: Athletic Club of Columbus Address: Columbus, OH 43215 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 7/1/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Monthly committee meetings to plan networking events for women at The Athletic Club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-10 |
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