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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-05 |
| OH | RA | APPROVED | 2016-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 06/2016 | Present |
| Bank Of America, N.A. | Akron | OH | 08/2016 | Present |
I*: 2350272Entity Type: CharitableName of OBA: Cleveland Tri Delta Alumnae Chapter Address: Cleveland, OHInvestment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 10/2024Number of Hours: 60 hrs annuallyNumber of Hours during trading: 0Duties: Gather alumni of Tri Delta in Cleveland. I am on the fundraising committee raising funds for Metro Health Hospital I*2384301, Entity Type: Entity Charitable, Name of OBA: Archbishop Hoban High School, Address: Akron, Ohio, 44306, Investment Related: N, Position, Title, Association: Other, Employee State Date: 08/01/2025, No Hours: 154 Yearly, No Hours during Trading: 22 Yearly, Duties: Archbishop Hoban is a catholic high school. I will be coaching the high school girls jv soccer team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-27 |
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