Alison Christie Dorsman

Current Employers

Employment History

• 01/2005 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
• 06/2015 → 07/2018
  Bank Of America, N.A.
  Wilmington, DE
• 07/2018 → 10/2018
  Wyeth Private Wealth, Llc
  Chadds Ford, PA
• 07/2018 → 12/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2018 → Present
  Brandywine Oak Private Wealth Llc
  Kennett Square, PA
• 05/2021 → Present
  Brandywine Oak Private Wealth Llc
  Kennett Square, PA

Previous Registrations

• 2006-05-02 → 2018-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE

Other Businesses

1. Brandywine Oak Private Wealth-Investment related-500 Old Forge Lane, Suite 501, Kennett Square PA 19348-Registered Investment Advisor-Advisor-7/2018-160 hrs/mth-7 during trading hrs-Provide financial planning & investment advice to individuals & families. 2. Brandywine Oak Private Tax Advisory. Not investment related. 500 Old Forge Lane Suite 501, Kennett Square, PA 19348. Owner / Co-CEO; start date: August 2021; Approximate number of hours devoted to this business: Less than 10 hours per month; zero hours during securities trading hours; I provide general operational support, introduction of tax practice to clients, continued collaboration with tax professionals

Exams

• S66 Uniform Combined State Law Examination
  2006-05-01

Designations

Other Names

• Alison Christie Dorsman
• Alison C Brooks
• Alison Christie Brooks