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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-02 |
| OH | RA | APPROVED | 2015-06-29 |
Branch Locations
4300 Munson St Nw, Canton, OH 44718 • United States
Akron, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 03/2014 | Present |
| Bank Of America, N.A. | Canton | OH | 05/2015 | Present |
I*122022 For profit or not for profit: Non-Profit Organization Name of outside business organization: Keep Akron Beautiful Investment related: N Address of business: Akron, Ohio 44305 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 3/27/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Volunteer for the Green the Scene Fundraiser. Responsible for helping plan the event, organize the event and market the event. I*1477265 For profit or not for profit: Name of outside business organization: Akron Community Foundation Investment related: N Address of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Committee member that will help plan the annual dinner fundraiser for the Women's Endowment Fund.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
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