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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-09-13 |
| TX | RA | APPROVED | 2012-09-13 |
| PA | RA | APPROVED | 2012-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 04/2012 | Present |
| Bank Of America, N.A. | Wayne | PA | 09/2015 | Present |
I*: 2250285 Entity Type: School Name of OBA: Montessori Children's House of Valley Forge Address: Wayne, PA 19087 Investment Related: No Position, Title, Association: Board member Employee Start Date: 04/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Board member at school
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-10 |
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