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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-19 |
| PA | RA | APPROVED | 2010-06-16 |
Branch Locations
214 Senate Ave, Camp Hill, PA 17011 • United States
Lebanon, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lebanon | PA | 01/1995 | Present |
| Bank Of America, N.A. | Camp Hill | PA | 07/2011 | Present |
I*496197 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: LEBANON, PENNSYLVANIA 17042 NATURE OF BUSINESS: OTHER,RENTAL PROPERTY/INVESTMENT POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/6/2014 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER OF RENTAL PROPERTIES ALL IN CARLTON SQUARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-05 |
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