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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-14 |
| PA | RA | APPROVED | 2016-09-28 |
Branch Locations
224 Valley Creek Blvd, Exton, PA 19341 • United States
100 Campus Dr Division - Mid Atlantic, Florham Park, NJ 07932 • 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 | Wayne | PA | 09/2016 | Present |
I* 1307260Entity Type: For Profit, Publicly TradedName of outside business organization: Club Pilates BrandywineInvestment related: NoAddress of business: Wilmington, RI, 19803Position, title, association: EmployeeStart date of relationship: 05/20/2023Number of hours devoted: 6 hrs wklyNumber of hours devoted during trading hours: 0Duties: Pilates Instructor, lead group and private Pilates Reformer ClassesI*: 2743289 Entity Type: For ProfitName of OBA: Club Pilates Newtown SquareAddress: Newtown Square, PA 19073Investment Related: NoPosition, Title, Association: TeacherEmployee Start Date: 08/24/2025Number of Hours: 6 hrs wklyNumber of Hours during trading: 0Duties: Teacher of group and private Pilates classesI*: 2742298Entity Type: For ProfitName of OBA: Fluid Pilates Studio LLCAddress: West Chester, PA 19382Investment Related: NoPosition, Title, Association: Part Time Pilates teacherEmployee Start Date: 09/06/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0 Duties: Teach group and private one on one Pilates classes I*4529273 Entity Type: Fiduciary Role Name of OBA: J L R Address: Malvern, Pennsylvania, 19355 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/18/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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