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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-02-03 |
| CO | RA | APPROVED | 2023-02-03 |
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 2006-02-14 |
| CA | RA | APPROVED | 2006-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Elkins Park | PA | 02/2006 | Present |
| Bank Of America,N.A. | Jenkintown | PA | 06/2011 | Present |
I*41531 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ABRAMSON CENTER FOR JEWISH LIFE INVESTMENT RELATED: N ADDRESS OF BUSINESS: HORSHAM, PENNSYLVANIA 19454 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 6/1/2009 NUMBER OF HOURS DEVOTED: 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CURRENTLY IN THE PROCESS OF TRANSITONING TO INVESTMENT COMMITTEE CO-CHAIR; CHAIR THE RETIREMENT COMMITTEE. I*55341 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WILLIAMSON FREE SCHOOL OF MECHANICAL TRADE INVESTMENT RELATED: N ADDRESS OF BUSINESS: MEDIA, PENNSYLVANIA 19063 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 40909 NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4 DUTIES: I HAVE BEEN ELECTED TO SERVE AS BOARD OF TRUSTEES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
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