Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-02-19
FL RA APPROVED 2020-12-07
PA RA APPROVED 2010-06-25
TX RA APPROVED_RES 2005-01-14
  • NJ RA
    APPROVED
    Since 2021-02-19
  • FL RA
    APPROVED
    Since 2020-12-07
  • PA RA
    APPROVED
    Since 2010-06-25
  • TX RA
    APPROVED_RES
    Since 2005-01-14

Branch Locations

224 Valley Creek Blvd, Exton, PA 19341 • United States

9128 Strada Pl, Naples, FL 34108 • United States

Naples, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 06/2001 Present
Bank Of America, N.A. Exton PA 06/2011 Present
Other Businesses

I*1972264, Entity Type: Entity Charitable, Name of OBA: Malvern Preparatory School, Address: malvern, Pennsylvania, 19355, Investment Related: N, Position, Title, Association: ["Committee"], Employee Start Date: 09/23/2024, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: advisory board member and committee member, education 6-12 boys I*2040269, Entity Type, Name of OBA: Rental Property 3, Address: Naples, FL, 19355, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 12/13/2024, No Hours: 5hrs/Ann, No Hours during trading: 0, Duties: Rental Property Co-owner with other family members I*: 2175280 Entity Type: HOA, Co-op, Freehold Name of OBA: Countryside HOA 1 Address: Naples, FL 34104 Investment Related: No Position, Title, Association: advisory committee Employee Start Date: 01/31/2025 Number of Hours: 5 hrs annually Number of Hours during trading: 0 Duties: Home owners association needing small group to oversee needs of group: advisory committee

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-30
  • S66 Uniform Combined State Law Examination
    2001-08-30
Other Names
  • Andrew Patrick Willis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Exton, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor