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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Mount Laurel | NJ | 10/2009 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/2026 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 06/2026 | Present |
I*4156277, Entity Type: , Name of OBA: B H. S, Address: voorhees, New Jersey, 08043, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 02/28/2018, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-20 |
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