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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| OH | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 07/2025 | Present |
| University Of Rochester | Rochester | NY | 08/2021 | 05/2025 |
| University Of Rochester Office For Residential Life And Housing | Rochester | NY | 08/2023 | 05/2025 |
| University Of Rochester Office For Residential Life And Housing | Rochester | NY | 08/2022 | 05/2023 |
| Bank Of America | Cincinnati | OH | 06/2024 | 08/2024 |
| Indian Hill High School | Cincinnati | OH | 08/2018 | 05/2021 |
| Indian Hill Middle School | Cincinnati | OH | 08/2015 | 05/2018 |
I*3295269Entity Type: CharitableName of OBA: Cincinnati Art MuseumAddress: Cincinnati, OH 45202Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 09/01/2026Number of Hours: 10, YearlyNumber of Hours during trading: 0Duties: Cincinnati Art Museum is an art museum dedicated to preserving and acquiring unique and rare art pieces. I am wanting to serve on the CAM Catalysts, which is a young professionals board for those under 40. As a CAM Catalyst, I will be responsible for bringing new young faces into the art museum. This is important because most of the visitors of the art museum are much older, and in order to maintain the amount of participants who use and support the museum in the future, young generations need to be brought into the art space. I have a strong background in classical music, so I plan to utilize my skills and connections to bring new partnerships with music as well. I*3339266, Entity Type: Entity For Profit, Name of OBA: Violin, Address: Cincinnati, Ohio, 45243, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 01/01/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: Teaching the violin, commuting to students' homes, preparing for lessons when needed, I would like to teach kids how to play the violin. I played the violin in the past, and I have experience competing and placing in international music competitions and performing on big stages. I want to pass these skills along to kids.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-04 |
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