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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-17 |
| OH | RA | APPROVED | 2012-06-18 |
Branch Locations
10100 Innovation Dr, Miamisburg, OH 45342 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dayton | OH | 03/2012 | Present |
| Bank Of America, N.A | Dayton | OH | 10/2012 | Present |
I*811329 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Cincinnati, Ohio, 45202 Nature of business: Position, title, association: Sole owner, Start date of relationship: 8/11/2021 Number of hours devoted: 1 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-21 |
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