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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-12-02 |
| PA | RA | APPROVED | 2013-11-26 |
Branch Locations
110 N Duke St, Lancaster, PA 17602 • United States
Windsor, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 10/2007 | Present |
I*131317For profit or not for profit: Non-Profit OrganizationName of outside business organization: Red Lion Cheer ClubInvestment related: NAddress of business:windsor, Pennsylvania 17366Nature of business: Corporation,Position, title, association: Advisory Board Member, Start date of relationship: 5/20/2020Number of hours devoted: 20 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: President of the board and coach of one of the cheer squads. I am starting up a new entity to replicate the one I used to volunteer for now that the old one was dissolved. It will run as a non-profit corporation with a full board.I*2385264, Entity Type: , Name of OBA: F A H III, Address: Windsor, Pennsylvania, 17366, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 18-Nov-2013, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4603271 Entity Type: N/A Name of OBA: Red Lion High School Address: Red Lion, Pennsylvania, 17356 Investment Related: No Position, Title, Association: Employee Employee Start Date: 08/01/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: Cheerleading Coach coach JV Football cheerleading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-25 |
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