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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-17 |
| PA | RA | APPROVED | 2014-06-16 |
| NJ | RA | APPROVED | 2009-07-06 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
300 Conshohocken State Rd, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hopewell | NJ | 06/2009 | Present |
| Bank Of America, N.A. | Pennington | NJ | 09/2009 | Present |
I*4669 For profit or not for profit: Name of outside business organization: Wiehle Street Investment related: Address of business: Philadelphia, Pennsylvania 19129 Nature of business: , Position, title, association: , Start date of relationship: 7/1/2017 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 Duties: I*412525 For profit or not for profit: Entity Charitable Name of outside business organization: MONTGOMERY COUNTY ESTATE PLANNING COUNCIL Investment related: N Address of business: SPRING HOUSE, Pennsylvania, 19477 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member","Treasurer"], Start date of relationship: 7/1/2021 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , BOARD OF DIRECTORS. PROVIDING ADVICE ON HOW TO GROW MEMBERSHIP AND OFFER TIMELY CONTENT FOR THE ESTATE PLANNING COMMUNITY. I*1001261 For profit or not for profit: Entity For Profit Name of outside business organization: FORT INVESTORS GROUP, LLC Investment related: N Address of business: Ambler, Pennsylvania, 19002 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 10/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member-partial owner-member of the local swim club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-30 |
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