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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 | 2008-04-16 |
| NJ | RA | APPROVED | 2005-09-09 |
Branch Locations
224 Valley Creek Blvd, Exton, PA 19341 • United States
Downingtown, 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 | 05/2005 | Present |
| Bank Of America, N.A. | Exton | PA | 11/2009 | Present |
I*2644278, Entity Type: , Name of OBA: J J A, Address: exton, Pennsylvania, 19335, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/22/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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