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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-23 |
| OH | RA | APPROVED | 2022-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 01/2022 | Present |
| Marathon Petroleum Corporation | Findlay | OH | 01/2015 | 01/2022 |
| Ohio State University | Columbus | OH | 08/2012 | 05/2017 |
| Bank Of America N.A. | Miamisburg | OH | 01/2022 | 10/2022 |
I*1797314 , Entity Type~ Name of OBA:Rotary Club of West Chester/Liberty Address: West Chester,oh,45069 Investment Related: no Position, Title, Association:Board Member,Officer Employee Start Date:06/01/2024 No Hours:3 weekly No Hours during trading: 0 Duties:I will be vice president of the Rotary Club of West Chester/Liberty. The Rotary Club provides grants to mostly local charities and organization that align with the club members' values. As Vice President, I'll be partially responsible for steering the club direction on fundraisers, grant decisions, and overall outreach. I will not have any impact on decisions regarding the club's foundation fund.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-10 |
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