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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-02-07 |
| TX | RA | APPROVED | 2015-08-05 |
| MD | RA | APPROVED | 2015-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockville | MD | 12/2014 | Present |
| Bank Of America, N.A. | Rockville | MD | 02/2015 | Present |
I*1022303 For profit or not for profit: Name of outside business organization: Financial Literacy Center of Lehigh Valley Investment related: N Address of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , The center helps those who are underserved or who are underutilizing the banking industry as a whole and to teach those the very basics of finance. My role is simply to talk to students about the benefits of using a bank rather than putting cash under their mattress or using pawn shops, etc. My role would simply be to educate folks about the general details of our financial system.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
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