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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
OH RA APPROVED 2025-10-20
  • TX RA
    APPROVED
    Since 2025-11-03
  • OH RA
    APPROVED
    Since 2025-10-20

Branch Locations

4300 Munson St Nw Gwim Chief Investment Office (Cio), Canton, OH 44718 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2024 → Present
    Canton, OH
  • 02/2024 → 04/2024
    Aml Rightsource
    Highland Hills, OH
  • 03/2022 → 02/2024
    D&D Landscaping
    Tallmadge, OH
  • 07/2019 → 07/2021
    Epiphany Management
    Akron, OH
  • 02/2019 → 07/2019
    C&C Pressure Washing
    Tallmadge, OH
  • 05/2016 → 07/2018
    Swensons Drive Ins
    Akron, OH
  • 09/2018 → 02/2019
    Unemployed
    Tallmadge, OH
  • 07/2019 → 07/2021
    Sandata Technologies
    Akron, OH
  • 12/2022 → 03/2023
    Copley Hospitality (Kingfish (Restaurant))
    Copley, OH
  • 08/2016 → 06/2017
    Kent State University
    Kent, OH
  • 08/2021 → 12/2023
    Kent State University
    Kent, OH
  • 08/2019 → 06/2021
    Stark State University
    Canton, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
  • S66 Uniform Combined State Law Examination
    2025-10-17

View on SEC IAPD

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