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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-18 |
| OH | RA | APPROVED | 2024-11-01 |
Branch Locations
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 | Hudson | OH | 08/2022 | Present |
| Medic Home Health Care | Mayfield Hts | OH | 06/2010 | 08/2022 |
| Bank Of America, N.A. | Hudson | OH | 11/2024 | Present |
I*: 2227356 Entity Type: Charitable Name of OBA: North East Ohio Hispanic Center for Economic Development Address: Cleveland, OH 44109 Investment Related: No Position, Title, Association: Board member Employee Start Date: 04/30/2025 Number of Hours: 8 hrs mthly Number of Hours during trading: 2 hrs mthly Duties: Community outreach, event coordinator, net working. Attend required monthly meetings with active participation from all members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-24 |
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