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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-04 |
| PA | RA | APPROVED | 2010-06-15 |
| CT | RA | APPROVED | 2008-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 06/2008 | Present |
| Bank Of America, N.A. | Camp Hill | PA | 07/2011 | Present |
I*527233For profit or not for profit: Entity CharitableName of outside business organization: Friends of Fort HunterInvestment related: NAddress of business: Harrisburg, Pennsylvania, 17110Nature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 11/1/2021Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Friends of Fort Hunter plans events and raises funds to maintain and restore historic Fort Hunter in Harrisburg, PA. I have been selected for a board position. My role as a board member is to help plan events/fundraisers and to generally set a direction for the organization. No compensation and no direct access to funds. I*2146259, Entity Type NOT FOR PROFIT, Name of OBA: Central PA Food Bank Address: Harrisburg, PA 17109 Investment Related: No Position, Title, Association: Committee Member Employee Start Date: 01/2025 No Hours: 1 monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-30 |
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