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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| PA | RA | APPROVED | 2020-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bala Cynwyd | PA | 01/2020 | Present |
| Millie's Burgers, Steaks & Shakes, Inc. | Philadelphia | PA | 09/2006 | 12/2019 |
| Temple University | Philadelphia | PA | 08/2017 | 08/2019 |
| Iatse Local 8 | Philadelphia | PA | 10/2014 | 05/2017 |
| Community College Of Philadelphia | Philadelphia | PA | 09/2008 | 05/2017 |
| Bank Of America, N.A. | Bala Cynwyd | PA | 03/2020 | Present |
I*2052267, Entity Type, Name of OBA: Knights of Columbus, St. Monica Council #16144, Address: Philadelphia, PA, 19145, Investment Related: No, Position, Title, Association: Officer (Vice President), Employee Start Date: 11/21/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Act on behalf of the Grand Knight (President) in his absence. The Knights of Columbus is a charitable, and fraternal organization that works to support the Catholic church. I was asked to be an officer of the council, specifically the council's deputy grand knight, which is the vice president of the council. I*2705285, Entity Type: , Name of OBA: Broomall Rotary Club, Address: Newtown Square, Pennsylvania, 19073, Investment Related: N, Position, Title, Association: Board Member, Officer, Employee State Date: 08/12/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I will serve this current year as a board member and president-elect for a year. I will be participating in decision-making, planning and oversight of club activities. I will then serve as president, and will be responsible for leading the club, setting goals, and overseeing its operations during my term.The purpose of the Broomall Rotary club is to bring together professionals to support the community locally and internationally. Its members work to improve lives through community service, education and health initiatives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-01 |
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