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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-06 |
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2019-12-17 |
| CT | RA | APPROVED | 2019-12-02 |
Branch Locations
21581 Center Ridge Rd, Rocky River, OH 44116 • United States
16450 Chagrin Blvd, Shaker Heights, OH 44120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2019 | Present |
| Bank Of America, N.A. | New York | NY | 07/2019 | Present |
| Pnc Bank | Philadelphia | PA | 06/2018 | 07/2019 |
| Huntington National Bank | Independence | KY | 04/2017 | 06/2018 |
| Us Bank | Cincinnati | OH | 05/2014 | 11/2016 |
| Us Bank | Beachwood | OH | 05/2014 | 11/2016 |
| Unemployed | Florence | KY | 11/2016 | 03/2017 |
| Charter Communications | Florence | KY | 03/2017 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-30 |
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