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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED_RES | 2023-08-07 |
Branch Locations
326 Third Street, Marietta, OH 45750 • United States
8415 Pulsar Place Suite 110, Columbus, OH 43240 • United States
Granville, 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 | Zanesville | OH | 07/1987 | 03/2019 |
| City National Bank | Columbus | OH | 06/2026 | Present |
| Bank Of America,N.A. | Zanesville | OH | 06/2011 | 03/2019 |
| Ubs Financial Services Inc. | Columbus | OH | 03/2019 | 08/2023 |
| Rbc Capital Markets, Llc | Columbus | OH | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-28 |
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