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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-07-24
PA RA APPROVED 2010-06-17
  • TX RA
    APPROVED_RES
    Since 2015-07-24
  • PA RA
    APPROVED
    Since 2010-06-17

Branch Locations

724 W Lancaster Ave, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Conshohocken PA 06/1997 Present
Bank Of America,N.A. West Conshohocken PA 06/2011 Present
Other Businesses

I*1825260Entity Type: Civic League or Social Welfare OrganizationName of OBA: Love Kidder TownshipAddress: Lake Harmony, PA 18624 Investment Related: NoPosition, Title, Association: OfficerEmployee Start Date:05/06/2024No Hours:2 MONTHLYNo Hours during trading:0Duties: Community volunteer organization. My responsibility will be vice president. The nature of this entity is a 501(c)4 that promotes the environmental wellbeing of Kidder Township located in Carbon County, PA. This is a newly formed entity and there are currently four officers. None of the other officers are clients nor BofA employees. My responsibilities are to assist the president with strategic direction. I will not manage any cash nor make disbursements. I*: 2200270Entity Type: For ProfitName of OBA: C. C. Fly Fishing GuideAddress: Wayne, PA 19087Investment Related: NoPosition, Title, Association: Owner Employee Start Date: 4/1/2025Number of Hours: 8 hrs wklyNumber of Hours during trading: 8 hrs wkly Duties: Guiding and providing fly fishing instruction

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-22
S63 Uniform Securities Agent State Law Examination 1997-08-08
  • S65 Uniform Investment Adviser Law Examination
    1997-08-22
  • S63 Uniform Securities Agent State Law Examination
    1997-08-08
Other Names
  • Charles L Cutshall
  • Chuck Cutshall
  • Charles Lewis Cutshall

View on SEC IAPD

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