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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-11 |
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 2001-04-05 |
Branch Locations
224 Valley Creek Blvd, Exton, PA 19341 • United States
Chester Springs, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Exton | PA | 06/1997 | Present |
| Bank Of America, Na | Exton | PA | 11/2009 | Present |
I*1240324 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Avalon, New Jersey, 08202 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/24/2023 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , General Notes: The realtor will be doing the rental's so all we need to do is accept by docusign. I*2137264, Entity Type: Fiduciary, Name of OBA: MR B A K EXEC EST OF J C K, Address: Chester Springs, Pennsylvania, 19425, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 16-Dec-2024, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-24 |
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