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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-20 |
| PA | RA | APPROVED | 2010-06-28 |
Branch Locations
1040 Stony Hill Rd, Yardley, PA 19067 • United States
Washington Crossing, PA • 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 | Yardley | PA | 04/2002 | Present |
| Bank Of America, N.A. | Yardley | PA | 07/2011 | Present |
I*2048343, Entity Type, Name of OBA: Rental Property 1, Address: Garden City, SC, 29576, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 10/21/2024, No Hours: 6hrs/Mo, No Hours during trading: 0, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
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