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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-09-01
PA RA APPROVED 2012-04-16
NJ RA APPROVED 2009-08-19
  • TX RA
    APPROVED_RES
    Since 2016-09-01
  • PA RA
    APPROVED
    Since 2012-04-16
  • NJ RA
    APPROVED
    Since 2009-08-19

Branch Locations

600 Hamilton St, Allentown, PA 18101 • United States

1 Deforest Ave, Summit, NJ 07901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Newark NJ 06/2009 Present
Bank Of America, Na Newark NJ 06/2010 Present
  • 06/2009 → Present
    Merrill Lynch
    Newark, NJ
  • 06/2010 → Present
    Bank Of America, Na
    Newark, NJ
Other Businesses

I*92957For profit or not for profit: Non-Profit OrganizationName of outside business organization: Lower Macungie Fire DepartmentInvestment related: NAddress of business:Wescosville, Pennsylvania 18106Nature of business: Charitable Organization,Position, title, association: Other, member of the department and Fire MarshalStart date of relationship: 1/1/2005Number of hours devoted: 23 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: I serve a volunteer firefighter for my community. In the department I hold the rank of Fire Marshall.I*1723264Entity Type: N/AName of OBA: Executor for ParentsAddress: Allentown, PAInvestment Related: NoPosition, Title, Association: ExecutorEmployee Start Date:2/26/24No Hours: 10 YearlyNo Hours during trading:1 YearlyDuties: Executor I*3263299, Entity Type: Not for profit, Name of OBA: Lehigh & Northampton County Fire Investigation Training Ass,, Address: Easton, Pennsylvania, 18042, Investment Related: N, Position, Title, Association: committee member , Employee State Date: 01/06/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Assist with hosting the annual training conference, This association organizes and presents an annual training conference on various topics of fire & explosion investigations that is typically attended by 100+ investigators from Pennsylvania & New Jersey. I*2153286 Entity Type: Entity Charitable Name of OBA: Muhlenberg College Address: Allentown, Pennsylvania, 18104 Investment Related: Yes Position, Title, Association: Committee,Board Member Employee Start Date: 07/01/2025 Number of Hours: 84, Yearly Number of Hours during trading: 32, Yearly Duties: Muhlenberg College Mission Statement Approved by the Board of Trustees, October 28, 2019 Muhlenberg College aims to develop independent critical thinkers who are intellectually agile, characterized by a zest for reasoned and civil debate, committed to understanding the diversity of the human experience, able to express ideas with clarity and grace, committed to lifelong learning, equipped with ethical and civic values and prepared for lives of leadership and service. The College is committed to providing an intellectually rigorous education within the context of an inclusive and diverse campus; we strongly believe that diversity is essential to learning and to our success as a pluralistic community. Our curriculum integrates the traditional liberal arts with selected preprofessional studies. Our faculty are passionate about teaching, value close relationships with students and are committed to the pedagogical and intellectual importance of research. All members of our community are committed to educating t In accordance with the Bylaws of the College, the Board of Trustees is entrusted with the fiduciary responsibility to maximize the mandated benefits to the student body (current as well as future), faculty, staff, and alumni. The Board recognizes its role as ¿the responsible body for governing.¿ The Board understands its primary responsibilities are to provide leadership, effective governance and oversight, policy, and strategic direction. Its governing role is not to micro-manage day-to-day activities but to spread responsibility and accountability while insisting on self-evaluation, participation, and performance (2004 Governance Committee Final Report). Although the Board has final authority over the College, this authority is widely shared with the College President and with faculty, administrators, and to a lesser degree with students. The maximum number of Trustees is fixed at 43. Each of the Bishops of the Northeastern Pennsylvania, Southeastern Pennsylvania and Slovak Zion Synods of the Evangelic

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-18
S63 Uniform Securities Agent State Law Examination 2005-02-25
  • S65 Uniform Investment Adviser Law Examination
    2009-08-18
  • S63 Uniform Securities Agent State Law Examination
    2005-02-25
Other Names
  • David Edward Haight
  • David Edward Haight
  • David Haight

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