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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-28 |
| PA | RA | APPROVED | 2018-08-08 |
Branch Locations
475 Rolling Ridge Dr, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Mill Hall | PA | 04/2015 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | State College | PA | 07/2018 | Present |
| Bank Of America, N.A. | State College | PA | 09/2018 | Present |
I*2841271, Entity Type: Rental Property Name of OBA: Rental Property 1, Address: Mill Hall, Pennsylvania, 17751, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee State Date: 09/12/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: Co owner of rental property I*4243268 Entity Type: Name of OBA: Rental Property 2 Address: Mill Hall, Pennsylvania, 17751 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/01/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-14 |
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