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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-25 |
| MD | RA | APPROVED | 2016-06-23 |
| TX | RA | APPROVED | 2014-03-28 |
| NJ | RA | APPROVED | 2013-08-19 |
Branch Locations
600 Hamilton St, Allentown, PA 18101 • United States
100 Campus Dr Division - Mid Atlantic, Florham Park, NJ 07932 • United States
Conshohocken, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Blue Bell | PA | 05/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 05/2016 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 10/2018 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 10/2022 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-12 |
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