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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-17 |
| PA | RA | APPROVED | 2014-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newtown | PA | 05/2014 | Present |
| Bank Of America N.A. | Newtown | PA | 06/2014 | Present |
I*131182 For profit or not for profit: Non-Profit Organization Name of outside business organization: MAGIC Charities Foundation Investment related: N Address of business: New Hope, Pennsylvania 18938 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 5/18/2020 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: MAGIC is involved in fundraising efforts and community support for children with the focus of; Literacy and Education, Health and Well Being, Advocacy and Safety, & Adoptive Families and Foster Care. My role is to serve as an advisory board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-09 |
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