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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED_RES | 2021-01-04 |
| PA | RA | APPROVED | 2010-06-18 |
Branch Locations
2 Bala Plz, Bala Cynwyd, PA 19004 • United States
9128 Strada Pl, Naples, FL 34108 • United States
Ardmore, PA • 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 | Bala Cynwyd | PA | 10/2007 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 07/2011 | Present |
I*587235 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Bonita Springs, Florida, 34134 Nature of business: Position, title, association: Sole owner, Start date of relationship: 1/1/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-20 |
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