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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 | 2009-08-04 |
Branch Locations
1040 Stony Hill Rd, Yardley, PA 19067 • United States
Bellefonte, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 06/2009 | Present |
| Bank Of America, N.A. | Yardley | PA | 09/2009 | Present |
I*492776 Entity Type: N/A Name of OBA: J M Address: Langhorne, Pennsylvania, 19047 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/01/2019 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Parents I*492777 Entity Type: N/A Name of OBA: T M S Irrevocable Trust U/W Address: Langhorne, Pennsylvania, 19047 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/01/2019 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-09 |
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