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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-21 |
| PA | RA | APPROVED | 2020-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 11/2018 | Present |
| North Penn School District | Lansdale | PA | 02/2012 | 11/2018 |
I*2066308, Entity Type: Entity Charitable, Name of OBA: hulmeville soccer club, Address: penndel, Pennsylvania, 19047, Investment Related: N, Position, Title, Association: Other, Employee State Date: 08/01/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: keep track of funds in and funds out for the team, son's travel soccer team. funds for ref, tournament/league, and field dues. I*3314270, Entity Type: , Name of OBA: T M, Address: bristol, Pennsylvania, 19007, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11/14/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4353284, Entity Type: Entity Charitable, Name of OBA: Truman Bowling Booster Club, Address: Levittown, Pennsylvania, 19057, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 04/14/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Keep track of funds in and funds out for the team and coach, Daughter's bowling team. Funds for Travel for Regionals/States/National tournaments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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