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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-28 |
| PA | RA | APPROVED | 2017-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 11/2013 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 01/2017 | Present |
| Bank Of America, N.A. | Lancaster | PA | 03/2017 | Present |
I*3257270, Entity Type: , Name of OBA: M A M TTEE U/A DTD 09/27/2010 BY A M, Address: Wayne, Pennsylvania, 19087, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 12/01/2025, No Hours: 6 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-05 |
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