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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-21 |
| PA | RA | APPROVED | 2022-03-11 |
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 | Cynwyd | PA | 01/2022 | Present |
| Infinity Software Development | Tallahassee | FL | 01/2021 | 09/2022 |
| Jensen & Brusca Consulting Group | Hamilton | NJ | 12/2017 | 01/2021 |
| Pennsylvania State University | University Park | PA | 06/2011 | 12/2017 |
| Publix | Delray Beach | FL | 01/2017 | 01/2017 |
| Ovations Food Service | Philadelphia | PA | 12/2017 | 08/2018 |
| Belcan Llc | Delray Beach | FL | 02/2017 | 04/2017 |
| Bank Of America N.A. | Cynwyd | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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