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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED_RES | 2006-06-30 |
| OH | RA | APPROVED | 2006-03-08 |
Branch Locations
30195 Chagrin Blvd, Pepper Pike, OH 44124 • United States
Chagrin Falls, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2006 | Present |
| Bank Of America,Na | Pepper Pike | OH | 12/2009 | Present |
I*935293, Name of OBA: Rental Property 1 Address: Aurora, OH Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 8/25/2022 No Hours: 0 Yearly No Hours during trading: 0 Duties: I*1966268, Entity Type Entity Charitable, Name of OBA: Lake Catholic High School Advisory Board Address: Mentor Ohio 44060 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/04/2024No Hours: 4 yearly No Hours during trading: 0 Duties: Provide (non-financial, investment or banking) advice to the Administrators of the School to assist with their operational and administrative duties. Attend school activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-25 |
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