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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
Branch Locations
4000 Embassy Pkwy, Akron, OH 44333 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hudson | OH | 10/2008 | 11/2016 |
| Bank Of America, Na | Hudson | OH | 12/2009 | 12/2016 |
| Morgan Stanley | Akron | OH | 12/2016 | 03/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-05 |
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