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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-26 |
| PA | RA | APPROVED | 2020-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Radnor | PA | 10/2018 | 04/2020 |
| Moody's Analytics | West Chester | PA | 07/2010 | 12/2017 |
| Unemployed | Malvern | PA | 12/2017 | 07/2018 |
| The Prs Group | East Syracuse | NY | 06/2018 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 05/2020 | Present |
| Bank Of America, N.A. | Conshohocken | PA | 07/2020 | Present |
I*2048362, Entity Type Fiduciary, Name of OBA: AG Address: Malvern, Pennsylvania, 19355 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 16-Oct-2024 No Hours: 1 monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-22 |
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