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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| OH | RA | APPROVED | 2025-10-26 |
Branch Locations
30195 Chagrin Blvd, Pepper Pike, OH 44124 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 08/1998 | Present |
| Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated | Pepper Pike | OH | 08/1998 | Present |
I*3104264 Entity Type: Fiduciary role Name of OBA: T. N W. Address: WICKLIFFE, Ohio, 44092 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 08/22/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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