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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-09 |
| NJ | RA | APPROVED | 2014-01-29 |
| TX | RA | APPROVED_RES | 2014-01-29 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2013 | Present |
| Bank Of America, N.A. | Pennington | NJ | 02/2014 | Present |
I*114147For profit or not for profit: For-Profit OrganizationName of outside business organization: Allevi 3DInvestment related: NAddress of business:Philiadelphia, Pennsylvania 19146Nature of business: LLC,Position, title, association: Consultant, Start date of relationship: 5/26/2018Number of hours devoted: 12 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: The nature of my work will be administrative in nature. I will be assisting with organization of excel spread sheets and models so that they can track their finances. I*3961278 Entity Type: N/A Name of OBA: A A D Address: Yardley, Pennsylvania, 19067 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/22/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-26 |
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