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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 | 1998-08-24 |
Branch Locations
1600 Jfk Blvd, Philadelphia, PA 19103 • United States
Penn Valley, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 10/1997 | Present |
| Bank Of America, Na | Penn Valley | PA | 03/2010 | Present |
I*47494 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DAVID AND NANCY EBNER INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CONSHOHOCKEN STATE ROAD, PENN VALLEY, PENNSYLVANIA 19072 NATURE OF BUSINESS: OTHER,OWNER POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 11/1/2011 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL UNIT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-08 |
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