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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-29 |
| TX | RA | APPROVED | 2004-07-02 |
| OH | RA | APPROVED | 2004-01-22 |
Branch Locations
985 Berkshire Blvd, Wyomissing, PA 19610 • United States
Trappe, 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 Inc. | Wyomissing | PA | 07/2003 | Present |
| Bank Of America,Na | Wyomissing | PA | 09/2009 | Present |
I*49417 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: POWER OF ATTORNEY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: LIMERICK, PENNSYLVANIA 19468 NATURE OF BUSINESS: OTHER,ACTING AS POA FOR THE ACCOUNT OF A FAMILY MEMBER POSITION, TITLE, ASSOCIATION: OTHER, ACTING AS POA FOR THE ACCOUNT OF A FAMILY MEMBER START DATE OF RELATIONSHIP: 1/1/2012 NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: ACTING AS POA FOR THE ACCOUNT OF A FAMILY MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-25 |
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