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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED | 2017-10-12 |
| CT | RA | APPROVED | 2017-01-05 |
| PA | RA | APPROVED | 2013-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Norriton | PA | 11/2013 | Present |
| Bank Of America, N.A. | West Norriton | PA | 12/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-11 |
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