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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-19 |
| PA | RA | APPROVED | 2010-06-18 |
Branch Locations
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 | Wilkes-Barre | PA | 03/2001 | Present |
| Bank Of America,N.A. | Wilkes-Barre | PA | 06/2011 | Present |
I*31271 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SHAPES FITNESS CENTER INVESTMENT RELATED: N ADDRESS OF BUSINESS: 1144 MEMORIAL HIGHWAY, DALLAS, PENNSYLVANIA 18612 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 4/1/2010 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACH SPINNING CLASS AT GYM SPINNING INSTRUCTOR I*31271 For profit or not for profit: For-Profit Organization Name of outside business organization: Big Bear Fitness Center Investment related: N Address of business: 1144 Memorial Highway, Dallas, Pennsylvania 18612 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 4/1/2010 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Teach spinning class at gym Spinning Instructor I*1826308, Entity Type Entity For Profit, Name of OBA: CY Coastal Living LLC Address: Dallas, Pennsylvania, 18612 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/01/2024 No Hours: 12 yearly No Hours during trading: 1 yearly Duties: Rental Property my responsibility is owner and hiring third party to manage all aspects of the rental transaction and up keep of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-26 |
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