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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-21 |
| PA | RA | APPROVED | 2010-06-15 |
| CT | RA | APPROVED | 2009-11-05 |
Branch Locations
300 Conshohocken State Rd, Conshohocken, PA 19428 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Philadelphia | PA | 01/2001 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Conshohocken | PA | 10/2009 | Present |
I*80393 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EPISCOPAL ACADEMY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1785 BISHOP WHITE DRIVE, NEWTOWN SQUARE, PENNSYLVANIA 19073 NATURE OF BUSINESS: OTHER,SCHOOL POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 7/1/2016 NUMBER OF HOURS DEVOTED: 10 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 8 DUTIES: BOARD TRUSTEE OF PREP SCHOOL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-17 |
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