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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-01-17
PA RA APPROVED 2014-06-16
NJ RA APPROVED 2009-07-06
  • TX RA
    APPROVED_RES
    Since 2017-01-17
  • PA RA
    APPROVED
    Since 2014-06-16
  • NJ RA
    APPROVED
    Since 2009-07-06

Branch Locations

100 Federal St, Boston, MA 02110 • United States

300 Conshohocken State Rd, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopewell NJ 06/2009 Present
Bank Of America, N.A. Pennington NJ 09/2009 Present
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-30
  • S66 Uniform Combined State Law Examination
    2008-04-30
Other Names
  • Matt Moore
  • Moore Matthew
  • Matt Moore
  • Matthew Moore
  • Matthew S Moore

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