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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-01-10 |
| TX | RA | APPROVED_RES | 2011-01-10 |
Branch Locations
1 disclosure category 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 | Lancaster | PA | 01/2011 | Present |
| Bank Of America, N.A. | Lancaster | PA | 03/2012 | Present |
I*2757286, Entity Type: , Name of OBA: Boys and Girls club of Lancaster PA , Address: Lancaster, Pennsylvania, 17608, Investment Related: N, Position, Title, Association: board member , Employee State Date: 09/01/2025, No Hours: 25 Yearly, No Hours during Trading: 0 Yearly, Duties: service as board member. To empower all young people, especially those who need us most, to reach their full potential as caring, responsible, and productive citizens.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-21 |
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