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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-19 |
| CA | RA | APPROVED | 2017-01-27 |
| TX | RA | APPROVED_RES | 2014-02-19 |
| PA | RA | APPROVED | 2010-06-18 |
Branch Locations
1600 Jfk Blvd, Philadelphia, PA 19103 • United States
Miami, FL • 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 | Philadelphia | PA | 11/2000 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 06/2011 | Present |
I*1933276 Entity Type: N/A Name of OBA: La Salle College High School Address: Wyndmoor, Pennsylvania, 19038 Investment Related: No Position, Title, Association: Committee Employee Start Date: 08/13/2024 Number of Hours: 4, Monthly Number of Hours during trading: 4, Monthly Duties: Investment Committee Vice Chairman position run meetings/oversee investment manager/ discuss allocation and investment allocation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-27 |
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