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330 Madison Avenue 10Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-12 |
Branch Locations
330 Madison Avenue 10Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dublin | OH | 12/2017 | 08/2021 |
| Muirfield Village Golf Club | Dublin | OH | 07/2015 | 07/2019 |
| The Ohio State University | Columbus | OH | 08/2014 | 08/2019 |
| Muirfield Village Golf Club | Dublin | OH | 08/2021 | 07/2025 |
| Natixis Investment Managers | Boston | MA | 08/2021 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 10/2023 | 07/2025 |
| Muirfield Village Golf Club | Dublin | OH | 04/2023 | 09/2023 |
| Bank Of America, N.A. | Columbus | OH | 11/2023 | 07/2025 |
| Guggenheim Funds Distributors, Llc | Chicago | IL | 08/2025 | Present |
| Guggenheim Investments, Llc | New York | NY | 08/2025 | Present |
Muirfield Village Golf Club | | Golf Club | | LOCATION: 5750 Memorial Dr, Dublin OH 43017 | | Golf Caddie | | STARTED: August 2026 | | DEVOTE: 10 HRS/MTH WITH 0 DURING TRADING HOURS | | NOT INVESTMENT RELATED | |+| |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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