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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-27 |
| OH | RA | APPROVED | 1999-08-13 |
| TX | RA | APPROVED_RES | 1989-04-10 |
Branch Locations
The Villages, FL • United States
1100 Canal St, The Villages, FL 32162 • United States
8890 Lyra Dr, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 08/1976 | Present |
| Bank Of America, N.A. | Columbus | OH | 12/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-05 |
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