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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-27
OH RA APPROVED 2024-02-26
  • TX RA
    APPROVED
    Since 2024-03-27
  • OH RA
    APPROVED
    Since 2024-02-26

Branch Locations

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

159 Crocker Park Blvd, Westlake, OH 44145 • 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 Westlake OH 02/2023 Present
Abercrombie & Fitch/ Hollister Beachwood OH 08/2013 02/2019
Lululemon Woodmere OH 10/2022 01/2023
John Carroll University University Hts OH 09/2022 05/2023
Ohio State University Columbus OH 08/2014 12/2016
John Carroll University University Hts OH 01/2017 06/2019
Aquity Solutions Llc Beachwood OH 06/2019 08/2019
Scribeamerica Cleveland OH 01/2017 01/2018
Unemployed Beachwood OH 08/2019 09/2022
American University Of Antigua St. John's 08/2019 12/2021
St. Matthew's University School Of Medicine West Bay 01/2022 04/2022
Bank Of America, N.A. Westlake OH 12/2024 Present
  • 02/2023 → Present
    Westlake, OH
  • 08/2013 → 02/2019
    Abercrombie & Fitch/ Hollister
    Beachwood, OH
  • 10/2022 → 01/2023
    Lululemon
    Woodmere, OH
  • 09/2022 → 05/2023
    John Carroll University
    University Hts, OH
  • 08/2014 → 12/2016
    Ohio State University
    Columbus, OH
  • 01/2017 → 06/2019
    John Carroll University
    University Hts, OH
  • 06/2019 → 08/2019
    Aquity Solutions Llc
    Beachwood, OH
  • 01/2017 → 01/2018
    Scribeamerica
    Cleveland, OH
  • 08/2019 → 09/2022
    Unemployed
    Beachwood, OH
  • 08/2019 → 12/2021
    American University Of Antigua
    St. John's
  • 01/2022 → 04/2022
    St. Matthew's University School Of Medicine
    West Bay
  • 12/2024 → Present
    Bank Of America, N.A.
    Westlake, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2024-02-23

View on SEC IAPD

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