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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 1999-10-13 |
Branch Locations
1600 Jfk Blvd, Philadelphia, PA 19103 • United States
Wayne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plainsboro | NJ | 08/1996 | Present |
| Bank Of America,Na | Philadelphia | PA | 09/2009 | Present |
I*55243 For profit or not for profit: Non-Profit Organization Name of outside business organization: Please Touch Museum Investment related: N Address of business: 4231 Avenue of the Republic, Philadelphia, Pennsylvania 19131 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 9/28/2012 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Board Member I*1022273 For profit or not for profit: Entity Charitable Name of outside business organization: Habitat for Humanity Investment related: N Address of business: Philadelphia, Pennsylvania, 19121 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 10/4/2022 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 2 Duties: , Board of Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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