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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-21 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/2010 | 01/2022 |
| Rkr Investments | Broomall | PA | 09/1998 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 10/2010 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2022 | Present |
RKR INVESTMENTS Not market investment-related 5 Amanda Drive, Broomall, PA 19008 Family Real Estate Business Partner My parents own 90%, my brother and I both own 5% each of the business 09/1998 2 hours per year no hours during securities trading hours I help my Dad with accounting when he pays different taxes (school, township, etc) on the properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-06 |
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