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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-03 |
| PA | RA | APPROVED | 2018-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 04/2018 | Present |
| Mary Jane's Restaurant | York | PA | 09/2005 | 10/2016 |
| Dmd Real Estate | Spring Grove | PA | 11/2008 | 04/2018 |
| South Road, Llc | Spring Grove | PA | 06/2017 | 04/2018 |
| Bank Of America, N.A. | York | PA | 07/2018 | Present |
DMD Real EstateInvestment related - Commercial Real EstateSpring Grove, PA Commercial Real Estate Holding CompanyPartner11/1/20082 hours a month0 hours during trading hoursManage and maintain propertyI*119328For profit or not for profit: Non-Profit OrganizationName of outside business organization: Creative YorkInvestment related: NAddress of business: York, Pennsylvania 17401Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 9/26/2018Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Assist with fundraising, membership and development planningI*124440For profit or not for profit: Non-Profit OrganizationName of outside business organization: Creative YorkInvestment related: NAddress of business:York, Pennsylvania 17401Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 6/26/2019Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Creative York nurtures imagination, creativity, and innovation in York's community. Help Creative York and it's staff with organizational planning and decision making.I*441061Entity Type: For ProfitName of OBA: Red Leaf Properties, LLC.Address:Spring Grove PennsylvaniaInvestment Related:NoPosition, Title, Association:Officer,General Partner/Managing MemberStart Date:07/24/2008No Hours: 2 WeeklyNo Hours during trading:0 WeeklyDuties:Rental propertyOwnership and management of the propertyI*2239277, Entity Type: , Name of OBA: M A. K, Address: Hanover, Pennsylvania, 17331, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 14-Mar-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*405260 Entity Type: N/A Name of OBA: Creative York Address: York, Pennsylvania, 17401 Investment Related: No Position, Title, Association: N/A Employee Start Date: 03/03/2026 Number of Hours: 3, Monthly Number of Hours during trading: 1, Monthly Duties: The arts are essential to development and self-expression. At Creative York, we are dedicated to inspiring the community through arts education, gallery experiences, and outreach programs. President of the Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-19 |
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