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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-05-28 |
| PA | RA | APPROVED | 2015-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Erie | PA | 01/2015 | Present |
| Bank Of America, N.A. | Erie | PA | 03/2015 | Present |
I*: 2172288Entity Type: CharitableName of OBA: Erie Community FoundationAddress: Erie, PA 16507Investment Related: NoPosition, Title, Association: Board Member Employee Start Date: 1/30/2025Number of Hours: 32 hrs annuallyNumber of Hours during trading: 16 hrs annually Duties: Board Member I*: 2674271Entity Type: CharitableName of OBA: Women United for Community SchoolsAddress: Erie, PA 16503Investment Related: NoPosition, Title, Association: VolunteerEmployee Start Date: 08/12/2025Number of Hours: 4 hrs annuallyNumber of Hours during trading: 0 Duties: Attend women's events and volunteer at schools from time to time. I*3046268, Entity Type: , Name of OBA: Erie Women's Fund , Address: Erie, Pennsylvania, 16507, Investment Related: N, Position, Title, Association: Member , Employee State Date: 10/21/2025, No Hours: 6 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-02 |
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