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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-11-07 |
| TX | RA | APPROVED | 2022-09-15 |
| OH | RA | APPROVED | 2022-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 04/2022 | Present |
| Burtch Works | Cincinnati | OH | 05/2021 | 04/2022 |
| Cintas | Cincinnati | OH | 04/2017 | 05/2021 |
| Vantiv (Now Worldpay) | Cincinnati | OH | 07/2014 | 04/2017 |
| Bank Of America, N.A. | Cincinnati | OH | 07/2022 | Present |
I*1876355, Entity Type: Entity Charitable, Name of OBA: Tesla Owners of Kentucky, Address: Bowling Green, Kentucky 42701, Investment Related: N, Position, Title, Association: Director, Employee Start Date: 06/25/2024, No Hours: 10, No Hours during trading: 2, Duties: The Tesla Owners Club of Kentucky is a social club for Tesla owners to meet, share ideas/information on Tesla and their products, and have a forum for questions and information around new green technologies and adoption. I'm requesting this to be the Chapter Lead of Bowling Green. Title - Chapter Lead. My role would be to help plan/schedule events for members, to help retain and grow their membership, and to promote the organization locally to new members and to current/new Tesla owners. This is a volunteer position and will be focused solely on membership and event planning I*: 2445344Entity Type: Not for profit,Name of OBA: Leadership Bowling GreenAddress: Bowling Green, KY 42101Investment Related: NoPosition, Title, Association: MemberEmployee Start Date: 05/2025Number of Hours: 0Number of Hours during trading: 0Duties: For emerging leaders in Bowling Green to learn and get immersed in the local Bowling Green City community through civic engagement I*4065325, Entity Type: , Name of OBA: The Rotary Club, Address: Bowling Green, Kentucky, 42101, Investment Related: N, Position, Title, Association:general member, Employee Start Date: 04/22/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I'm looking to join as a general member which includes weekly Wednesday meetings. Possibly may include local volunteering with non-profits in the area (ex - helping with a local food/shoe drive) The Rotary is a networking organization that gathers local leaders in the community to get together socialize, as well as find ways to give back to the community through volunteer work I*4506296, Entity Type: , Name of OBA: B S. B Family Trust, Address: Warren, Ohio, 44484, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 05/01/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4508307, Entity Type: , Name of OBA: M J. B Family Trust, Address: Warren, Ohio, 44484, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 05/01/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*5476269, Entity Type: , Name of OBA: Bowling Green Chamber of Commerce, Address: Bowling Green, Kentucky, 42101, Investment Related: N, Position, Title, Association: Board Member , Employee Start Date: 01/01/2027, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties: I have submitted to be a member of their Board. This is purely a role focused on promoting the chamber and reviewing the types of events and involvement they have in the community The Chamber is focused on connecting businesses and individuals throughout the community to promote interconnectedness for the community they reside in
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-24 |
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