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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-01 |
| PA | RA | APPROVED | 2019-01-22 |
| NJ | RA | APPROVED | 2011-05-18 |
Branch Locations
510 Cranberry St, Erie, PA 16507 • United States
1700 W Park Dr Retirement & Personal Wealth Solutions, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2009 | Present |
I*3843273 Entity Type: Entity For Profit Name of OBA: Forest, Earth and Acre LLC Address: Waterford, Pennsylvania, 16447 Investment Related: No Position, Title, Association: Treasurer,General Partner/Managing Member,Employee Employee Start Date: 03/02/2026 Number of Hours: 250, Yearly Number of Hours during trading: 0, Yearly Duties: My husband's family has a small business, Fort LeBoeuf Maple Syrup. They are also in the process of expanding to include other crops like Elderberry. They are aging and want us to take on more of the business side and transition it to us over the next 1-5 years. This also includes establishing an LLC for the business to operate under. Basic farm responsibilities like planting, harvesting and producing the crops. Helping create the product and support sales like 'Taste and tour'. Taking on the business side like the banking, check writing, etc. Identify grant opportunities for expansion, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-16 |
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