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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-12-11 |
| PA | RA | APPROVED | 2016-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 09/2016 | Present |
| Unemployed | Lancaster | PA | 06/2016 | 09/2016 |
| Bank Of America, N.A. | Lancaster | PA | 11/2016 | Present |
I*118978For profit or not for profit: Non-Profit OrganizationName of outside business organization: Civitas LancasterInvestment related: NAddress of business:Lancaster, Pennsylvania 17601Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 12/6/2018Number of hours devoted: 5 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Fundraising Chair will be the position I am asked to head. I will be in charge of coming up with fundraising opportunities for the club and helping grow the charitable efforts for Long's Park. I will not be handling of any assets or cash. I*2929341, Entity Type: Entity Charitable, Name of OBA: LSYBSA Board, Address: Lancaster, Pennsylvania, 17537, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/01/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: 6U/8U coordinator, I will be making teams, schedule and helping organize the 6 and 8u divisions. Baseball organization my son is playing baseball for.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-02 |
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