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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 2026-02-13
OH RA APPROVED 2025-12-05
  • TX RA
    APPROVED
    Since 2026-02-13
  • OH RA
    APPROVED
    Since 2025-12-05

Branch Locations

5905 E Galbraith Rd, Cincinnati, OH 45236 • 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 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
  • 07/2025 → Present
    Cincinnati, OH
  • 08/2021 → 05/2025
    University Of Rochester
    Rochester, NY
  • 08/2023 → 05/2025
    University Of Rochester Office For Residential Life And Housing
    Rochester, NY
  • 08/2022 → 05/2023
    University Of Rochester Office For Residential Life And Housing
    Rochester, NY
  • 06/2024 → 08/2024
    Bank Of America
    Cincinnati, OH
  • 08/2018 → 05/2021
    Indian Hill High School
    Cincinnati, OH
  • 08/2015 → 05/2018
    Indian Hill Middle School
    Cincinnati, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-04
  • S66 Uniform Combined State Law Examination
    2025-12-04

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