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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-11 |
| PA | RA | APPROVED | 2021-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Haverford Trust Company | Radnor | PA | 05/2003 | 02/2017 |
| Haverford Trust Securities | Radnor | PA | 08/2004 | 08/2017 |
| Bb&T Securities | King Of Prussia | PA | 08/2017 | 04/2021 |
| Truist Investment Services, Inc. | King Of Prussia | PA | 02/2021 | 04/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 04/2021 | Present |
| Bank Of America, N.A. | Allentown | PA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-26 |
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