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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
| OH | RA | APPROVED | 2025-10-20 |
Branch Locations
4300 Munson St Nw Gwim Chief Investment Office (Cio), Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 04/2024 | Present |
| Aml Rightsource | Highland Hills | OH | 02/2024 | 04/2024 |
| D&D Landscaping | Tallmadge | OH | 03/2022 | 02/2024 |
| Epiphany Management | Akron | OH | 07/2019 | 07/2021 |
| C&C Pressure Washing | Tallmadge | OH | 02/2019 | 07/2019 |
| Swensons Drive Ins | Akron | OH | 05/2016 | 07/2018 |
| Unemployed | Tallmadge | OH | 09/2018 | 02/2019 |
| Sandata Technologies | Akron | OH | 07/2019 | 07/2021 |
| Copley Hospitality (Kingfish (Restaurant)) | Copley | OH | 12/2022 | 03/2023 |
| Kent State University | Kent | OH | 08/2016 | 06/2017 |
| Kent State University | Kent | OH | 08/2021 | 12/2023 |
| Stark State University | Canton | OH | 08/2019 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
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