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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2001-06-05 |
| OH | RA | APPROVED | 2000-05-23 |
Branch Locations
8890 Lyra Dr, Columbus, OH 43240 • United States
Hilliard, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Arlington | OH | 08/1999 | Present |
| Bank Of America, N.A. | Upper Arlington | OH | 05/2011 | Present |
I*1725289 , Entity Type,Charitable Name of OBA:The Lifewise Foundation Address:Hilliard, Ohio,43026 Investment Related: Yes Position, Title, Association: Board Member,Ot Employee Start Date: 02/26/2024 No Hours: MONTHLY No Hours during trading: 0 Duties:The Lifewise Foundation will invest charitable donations received to be used for the benefit of the Lifewise Academy. Distribution will be made from the foundation on a periodic basis to support the operating expenses of The Lifewise Academy, a registered 501c3 charitable organization. FINRA Other Business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-31 |
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