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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| PA | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 07/2025 | Present |
| Posh Properties | Bethlehem | PA | 08/2022 | 07/2025 |
| Student | Bethlehem | PA | 09/2004 | 06/2022 |
| Bank Of America, N.A. | Allentown | PA | 09/2025 | Present |
I*,2675262 Entity Type Entity For Profit, Name of OBA: Posh Investment Partnership LLC Address: BethlehemPennsylvania18020 Investment Related: No Position, Title, Association: OtherEmployee Start Date: 12/13/2021No Hours: 2 yearly No Hours during trading: 0 Duties: I used to run this entity, but since leaving my families firm I have no responsibilities moving forward, This entity was created to buy my house. It is a 33% split between me and dad and brother to buy a house in Hellertown that I currently live in and once I move out it will become a rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
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