Trevor Paolone

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-18
PA	RA	APPROVED	2023-10-28

Branch Locations

One Bryant Park, New York, NY 10036 • 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	07/2023	Present
Pennsylvania State University	State College	PA	08/2018	12/2022
Episcopal Academy	Newtown Square	PA	07/2013	06/2018
Waiting	Gulph Mills	PA	01/2023	07/2023
Marsh &Amp; Mclennan Companies	Philadelphia	PA	06/2022	08/2022
Boa	Bala Cynwyd	PA	06/2020	08/2020
Boa	Bala Cynwyd	PA	06/2021	08/2021
Bank Of America, N.A.	Bala Cynwyd	PA	10/2023	Present

07/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bala Cynwyd, PA
08/2018 → 12/2022

Pennsylvania State University

State College, PA
07/2013 → 06/2018

Episcopal Academy

Newtown Square, PA
01/2023 → 07/2023

Waiting

Gulph Mills, PA
06/2022 → 08/2022

Marsh &Amp; Mclennan Companies

Philadelphia, PA
06/2020 → 08/2020

Boa

Bala Cynwyd, PA
06/2021 → 08/2021

Boa

Bala Cynwyd, PA
10/2023 → Present

Bank Of America, N.A.

Bala Cynwyd, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-26

Other Firms