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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-15 |
| PA | RA | APPROVED | 2010-06-25 |
| CT | RA | APPROVED | 2009-11-05 |
Branch Locations
470 Norristown Rd, Blue Bell, PA 19422 • United States
Conshohocken, 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 | Blue Bell | PA | 10/2009 | Present |
| Bank Of America, N.A. | Blue Bell | PA | 07/2011 | Present |
I*1334267 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: RP, RP, RP Nature of business: Position, title, association: Sole owner, Start date of relationship: 7/1/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-13 |
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