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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-08 |
| OH | RA | APPROVED | 2021-06-11 |
Branch Locations
8890 Lyra Dr, Columbus, OH 43240 • 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 | Columbus | OH | 07/2017 | Present |
| Upper Arlington High School | Upper Arlington | OH | 08/2013 | 05/2017 |
| The Ohio State University | Columbus | OH | 08/2017 | 05/2020 |
| Swim And Racquet Club | Columbus | OH | 06/2015 | 07/2017 |
| Upper Arlington City Schools | Upper Arlington | OH | 09/2018 | 02/2020 |
| Bank Of America, N.A. | Columbus | OH | 04/2026 | Present |
I*547235 For profit or not for profit: Entity Governmental Name of outside business organization: Upper Arlington City Schools Investment related: N Address of business: Upper Arlington, Ohio, 43221 Nature of business: School, College or University Position, title, association: ["Other Start date of relationship: 10/25/2021 Number of hours devoted: 40 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Head Basketball Coach, Middle School Basketball Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-08 |
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