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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-27 |
| PA | RA | APPROVED | 2023-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Philadelphia | PA | 07/2014 | 05/2023 |
| Wells Fargo Advisors, Llc | Philadelphia | PA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bala Cynwyd | PA | 05/2023 | Present |
| St Josephs Preparatory School | Philadelphia | PA | 03/2021 | Present |
| Legacy Center Llc (Contractor) | Philadelphia | PA | 04/2021 | 04/2022 |
| Bank Of America, N.A. | Bala Cynwyd | PA | 07/2023 | Present |
ST. JOSEPH'S PREP HIGH SCHOOL, NOT INVT RELATED, PHILADELPHIA, PA, ASSISTANT FOOTBALL COACH, START DATE 9/10/2021, 40 HRS PER MONTH, 0 HRS DURING TRADING, COACH FOOTBALL. I*: 2506280 Entity Type: For Profit Name of OBA: ARHT24 LLC Address: Cheltenham, PA 19012 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/02/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: LLC for Real Estate Investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-05 |
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