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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-25 |
| TX | RA | APPROVED_RES | 2009-07-16 |
| NJ | RA | APPROVED | 2004-05-06 |
Branch Locations
224 Valley Creek Blvd, Exton, PA 19341 • United States
Coatesville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 11/1999 | Present |
| Bank Of America Na | Exton | PA | 06/2011 | Present |
I* 1671308 For profit or not for profit: Name of outside business organization: Coatesville Area School District Investment related: no Address of business: Coatesville, PA, 19320 Nature of business: School, College or University Position, title, association: Other Start date of relationship: 02/01/2024 Number of hours devoted: 10 weekly Number of hours devoted during trading hours: 1 Duties: Coach for the girls soccer program
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-05 |
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