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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-22 |
| TX | RA | APPROVED_RES | 1990-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phila. | PA | 01/1986 | Present |
| Bank Of America, N.A. | Bala Cynwyd | PA | 07/2011 | Present |
I*1699275, Entity Type: Entity For Profit, Name of OBA: 7777 LLC; Address: Bala Cynwyd, PA 19004; Investment Related:No; Position, Title, Association: General Partner/Managing Member; Employee Start Date: 12/1/2022 No Hours: No Hours during trading: 1; Duties:Manage tenants and organize scheduling.I*2744291, Entity Type: , Name of OBA: R G living Trust, Address: Bala Cynwyd, Pennsylvania, 19004, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3650293 Entity Type: N/A Name of OBA: Reeta Goodman Trust Address: Bala Cynwyd, Pennsylvania, 19004 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/01/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-20 |
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