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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2022-05-17 |
| TX | RA | APPROVED | 2017-09-20 |
| PA | RA | APPROVED | 2016-09-07 |
Branch Locations
224 Valley Creek Blvd, Exton, PA 19341 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bala Cynwyd | PA | 06/2016 | Present |
| Penn State University | Malvern | PA | 06/2012 | Present |
| Bank Of America, N.A. | Bala Cynwyd | PA | 11/2016 | Present |
I*103305 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ROTARY CLUB OF CONCORDVILLE-CHADDS FORD INVESTMENT RELATED: N CONCORDVILLE, PENNSYLVANIA 19331 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 3/22/2017 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 4 DUTIES: THE ORGANIZATION FOCUSES ON FUNDRAISING FOR COMMUNITY PROJECTS AS WELL AS NATIONAL PROJECTS (IE POLIO REDUCTION, ETC.). MY ROLE IS SIMPLY A MEMBER WHO VOLUNTEERS THEIR TIME TO HELP ARRANGE/OPERATE EVENTS FOR THE ORGANIZATION,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-06 |
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