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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-13 |
| OH | RA | APPROVED | 2010-01-19 |
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 | 01/2010 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 01/2012 | Present |
I*516212For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Fankfort, Indiana, 46041Nature of business: Position, title, association: Sole owner, Start date of relationship: 8/31/2021Number of hours devoted: 8 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-12 |
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