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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-08 |
| PA | RA | APPROVED | 2010-07-13 |
| CT | RA | APPROVED | 2010-07-08 |
| TX | RA | APPROVED_RES | 2002-06-26 |
Branch Locations
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 | Exton | PA | 05/1988 | Present |
| Bank Of America, N.A. | Exton | PA | 09/2009 | Present |
I*2350269, Entity Type: , Name of OBA: C A H TTEE U/A DTD 08/13/1999 BY C A H, Address: Chicago, Pennsylvania, 60611, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11-Apr-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4153268, Entity Type: , Name of OBA: Rental Property 1, Address: naples , Florida, 34109, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 04/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-20 |
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