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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-30 |
| OH | RA | APPROVED | 2024-05-25 |
Branch Locations
312 Walnut St Pbig - Cincinnati, Cincinnati, OH 45202 • 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 | Cincinnati | OH | 09/2023 | Present |
| Medpace, Inc. | Cincinnati | OH | 02/2022 | 09/2023 |
| Deloitte Tax Llp | Cincinnati | OH | 06/2017 | 02/2022 |
| University Of Louisville | Louisville | KY | 08/2014 | 05/2018 |
| Bank Of America, N.A. | Cincinnati | OH | 12/2023 | Present |
I*2013261 Entity Type: 501(c)(3) Name of OBA: CHNK Behavioral Health Address:COVINGTON, KY Investment Related:No Position, Title, Association:Junior Board Member Start Date:09/01/2024 No Hours: 2 hours/month No Hours during trading:0 Duties: I am on the "junior board" of CHNK but do not have a fiduciary role in the organization. The extent of my volunteering is planning events where we spread awareness about CHNK as an organization and about its mission. I also promote fundraising in the community. I*: 2048361 Entity Type: Education Name of OBA: Beechwood Independent School Address: Rd Fort Mitchell, KY Investment Related: No Position, Title, Association: Alumni board Employee Start Date: 11/2024 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: I will be serving on the alumni board but will have no oversight or governing role. I will not have any fiduciary responsibility to the organization. My role consists of participation in and planning of fundraising events for the school put on by alumni of the school. I*: 7814271 Entity Type: Name of OBA: Cincinnati Parks Foundation Address: Cincinnati, OH Investment Related: No Position, Title, Association: member Employee Start Date: 11/52024 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: Dedicated to growing our Parks, our programs, and supporters on behalf of the Cincinnati Parks Foundation. Will participate in regular meetings, fundraising initiatives, and plan an annual event.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
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