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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-11 |
| PA | RA | APPROVED | 2010-06-29 |
| CT | RA | APPROVED | 2008-01-29 |
Branch Locations
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 |
| Bank Of America, N.A. | York | PA | 04/2011 | Present |
I* 1711267For profit or not for profit: Entity Charitable, Name of outside business organization: Rotary Club of York, PA, Investment related: no,Address of business: York, PA, 17401Nature of business: Charitable Organization, Position, title, association: Committee, Start date of relationship: 07/01/2024Number of hours devoted: 20 yearly, Number of hours devoted during trading hours: 10Duties: Help with decision making regarding annual budgeting and spending; work with the board to help make decisions at the board level regarding annual expenses and reporting. I*1905329, Entity Type, Name of OBA: Rental Property 1, Address: Ocean Pines, MD, 21811, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/03/2024, No Hours: 15hrs/Annually, No Hours during trading: 0, Duties: I*2670316, Entity Type: Entity For Profit, Name of OBA: Beej Holdings, LLC, Address: York, Pennsylvania, 17402, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 07/31/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties: LLC created to hold personal real estate investments for my wife and myself. Own and manage all activity as it relates to cash flows, distributions, bill payment and taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-25 |
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