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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-13 |
| FL | RA | APPROVED | 2022-06-30 |
| PA | RA | APPROVED | 2019-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 07/2019 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 09/2016 | 07/2019 |
| Ufcw Local 1776 | Plymouth Meeting | PA | 05/2004 | 09/2016 |
| Bank Of America, N.A. | Philadelphia | PA | 07/2019 | Present |
I*119661For profit or not for profit: For-Profit OrganizationName of outside business organization: Tuning Velocity Motorsports, LLCInvestment related: NAddress of business:Philadelphia, Pennsylvania 19116Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 2/11/2014Number of hours devoted: 20 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: We are a stage rally off road racing team, I am involved in operations and driving duties. Rally is a motorsport that takes place on private roads with modified production or specially built road-legal cars. Entity was created for liability purposes. I*390548For profit or not for profit: Entity For ProfitName of outside business organization: Anthony Concha Sole ProprietorInvestment related: NAddress of business: Philadelphia, Pennsylvania, 19116Nature of business: ["Sole Proprietorship"]Position, title, association: ["Other"], Start date of relationship: 6/14/2021Number of hours devoted: 10 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Part-Time, Online sales via Amazon and/or Ebay. Sales will focus primarily on car related products and may extend to miscellaneous sales within the rules outlined by the online sales entities. I "398830",Name of OBA: Tuning Velocity Motorsports, LLC,Address: Philadelphia, Pennsylvania,Investment Related: N,Position, Title, Association:["Officer"],Employee Start Date: 2/11/2014,No Hours: 24, Yearly,No Hours during trading: 0,Duties: "We are a stage rally off road racing team, I am involved in operations and driving duties. Rally is a motorsport that takes place on private roads with modified production or specially built road-legal cars. Entity was created for liability purposes." I*2868264, Entity Type: , Name of OBA: A J C, Address: COATESVILLE, Pennsylvania, 19320, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3781306, Entity Type for profit, Name of OBA:ProVisors Address: Sherman OaksCalifornia91403 Investment Related: No Position, Title, Association: member Employee Start Date:04/01/2026 No Hours: 2 monthly No Hours during trading: 0 Duties: Main responsibility is to actively participate in building trusted professional relationships that lead to quality referrals. This includes regularly attending structured group meetings. ProVisors is a national networking organization designed to help Trusted Advisors build meaningful professional relationships that lead to high quality business referrals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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