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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-01 |
| PA | RA | APPROVED | 2015-05-27 |
Branch Locations
300 W State St, Media, PA 19063 • United States
Wayne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Media | PA | 04/2015 | Present |
| Bank Of America, N.A. | Media | PA | 05/2015 | Present |
I*2026416, Entity Type, Entity Charitable, Name of OBA: Waynesborough Country Club, Address: Paoli, PA, 19301, Investment Related: No, Position, Title, Association: Committee Chair, Employee Start Date: 01/01/2025, No Hours: 4hrs/Mo, No Hours during trading: 0, Duties: Chair of Junior Golf & Men's Golf Committee member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-11 |
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