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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-02 |
| OH | RA | APPROVED | 2024-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chagrin Falls | OH | 06/2017 | 01/2022 |
| Unemployed | Chagrin Falls | OH | 12/2016 | 06/2017 |
| Miami University | Oxford | OH | 08/2012 | 12/2016 |
| Equitable Advisors Llc | New York | NY | 02/2024 | 04/2024 |
| Sherwin-Williams | Solon | OH | 07/2021 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hudson | OH | 06/2024 | Present |
| Bank Of America, N.A. | Hudson | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-01 |
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