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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-21 |
| OH | RA | APPROVED | 2009-12-18 |
Branch Locations
4000 Embassy Pkwy, Akron, OH 44333 • United States
Norton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 04/2002 | Present |
| Bank Of America, N.A. | Akron | OH | 06/2015 | Present |
I*122528For profit or not for profit: Non-Profit OrganizationName of outside business organization: Akron Children's HospitalInvestment related: NAddress of business:Akron, Ohio 44308Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 6/7/2019Number of hours devoted: 6 hour(s) AnnuallyNumber of hours devoted during trading hours: 6Duties: Children s Hope Ambassadors - promote charitable giving with their clients and benefit from learning about non-profit organizations like Akron Children's. I*3949269 Entity Type: N/A Name of OBA: L O TTEE U/A DTD 03/04/2026 BY L O Address: Norton, Ohio, 44203 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 03/09/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-14 |
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