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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-05
  • OH RA
    APPROVED
    Since 2026-05-05

Branch Locations

5905 E Galbraith Rd, Cincinnati, OH 45236 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 01/2026 Present
Laurel Springs Mason OH 02/2016 07/2017
William Mason High School Mason OH 07/2017 09/2020
Northwestern University Evanston IL 09/2020 06/2024
Northwestern University Evanston IL 06/2024 06/2025
Unemployed Mason OH 07/2025 01/2026
George + Company Investment Bank New York NY 06/2023 09/2023
Integrus Partners Dallas TX 11/2024 04/2025
Ubs Chicago IL 10/2022 12/2022
Glenview Park District Glenview IL 06/2025 08/2025
Bank Of America, N.A. Cincinnati OH 03/2026 Present
  • 01/2026 → Present
    Cincinnati, OH
  • 02/2016 → 07/2017
    Laurel Springs
    Mason, OH
  • 07/2017 → 09/2020
    William Mason High School
    Mason, OH
  • 09/2020 → 06/2024
    Northwestern University
    Evanston, IL
  • 06/2024 → 06/2025
    Northwestern University
    Evanston, IL
  • 07/2025 → 01/2026
    Unemployed
    Mason, OH
  • 06/2023 → 09/2023
    George + Company Investment Bank
    New York, NY
  • 11/2024 → 04/2025
    Integrus Partners
    Dallas, TX
  • 10/2022 → 12/2022
    Ubs
    Chicago, IL
  • 06/2025 → 08/2025
    Glenview Park District
    Glenview, IL
  • 03/2026 → Present
    Bank Of America, N.A.
    Cincinnati, OH
Other Businesses

I*4521295 Entity Type: Entity Charitable Name of OBA: Cincinnati Tennis Foundation Address: Mason, Ohio, 45040 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/09/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0, Weekly Duties: Non Profit Tennis Organization Giving tennis lessons to kids at the Western and Southern Open.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
  • S66 Uniform Combined State Law Examination
    2026-05-04

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