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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-17 |
| PA | RA | APPROVED | 2019-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthony Stanley | Philadelphia | PA | 07/2016 | 10/2019 |
| Northwestern Mutual Investment Services Llc | Philadelphia | PA | 08/2016 | 10/2019 |
| Northwestern Mutual Wealth Management Services Llc | Milwaukee | WI | 09/2016 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 10/2019 | Present |
I*4568269 Entity Type: Fiduciary Role Name of OBA: Joyce M. Lesher Address: Chester Springs, Pennsylvania, 19425 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/14/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Parents I*4569268 Entity Type: Fiduciary Role Name of OBA: Dennis Lesher Sr. Address: Chester Springs, Pennsylvania, 19425 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/14/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-07 |
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
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