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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-31 |
Branch Locations
1375 E 9Th St, Cleveland, OH 44114 • United States
110 N Wacker Dr, Chicago, IL 60606 • 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 | 11/2022 | Present |
| Social Mortgage Llc | Cleveland | OH | 03/2021 | 11/2022 |
| Bank Of America | Cleveland | OH | 05/2017 | 03/2021 |
| Rocket Mortgage | Cleveland | OH | 07/2007 | 02/2017 |
I*3015277 Entity Type: N/A Name of OBA: Assembly for the Arts Address:Cleveland Ohio Investment Related:No Position, Title, Association:N/A Start Date:11/01/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Assembly for the Arts is a 501(c)3 nonprofit organization with a focus on advocacy, cultural policy, racial equity initiatives, research, marketing that elevates the region, and services for nonprofits, artists, and creative businesses. Put simply, Assembly is here to expand the pie and increase equity in Cleveland's arts and culture industries. Meet with other board members and provide input when required on how they can improve.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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