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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-04-22 |
Branch Locations
28300 Chagrin Boulevard, Woodmere, OH 44122 • United States
600 Superior Avenue East, Cleveland, OH 44114 • United States
1616 W 117Th St, Lakewood, OH 44107 • United States
16820 Harvard Avenue, Cleveland, OH 44128 • United States
4065 Mayfield Road, South Euclid, OH 44121 • United States
972 East 185Th Street, Cleveland, OH 44110 • United States
11005 Kinsman Rd, Cleveland, OH 44104 • United States
4127 E 131St St Ste 400, Cleveland, OH 44105 • United States
6571 Broadway Avenue, Cleveland, OH 44105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 06/2019 | 04/2021 |
| Northwestern Mutual | Cleveland | OH | 05/2017 | 08/2018 |
| Case Western Reserve University | Cleveland | OH | 08/2015 | 05/2019 |
| Case Western Reserve University | Cleveland | OH | 08/2017 | 12/2017 |
| Bank Of America, N.A. | Cleveland | OH | 08/2019 | 04/2021 |
| Fifth Third Bank | Cleveland | OH | 04/2021 | Present |
| Fifth Third Securities | Cleveland | OH | 04/2021 | Present |
St. Ignatius HS JV Baseball - 1911 W 30th St, Cleveland, OH, 44113 - baseball coach - 7 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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