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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| PA | RA | APPROVED | 2026-04-27 |
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 | 02/2026 | Present |
| Penn State University | University Park, Pa | PA | 06/2018 | 05/2022 |
| Sneakers Plus | Flemington | NJ | 02/2016 | 06/2018 |
| Happy Valley Threads, Llc | Flemington | NJ | 06/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 05/2019 | 08/2019 |
| Bank Of America, N.A. | Yardley | PA | 04/2026 | Present |
I*3846265 Entity Type: Entity For Profit Name of OBA: HAPPY VALLEY THREADS LLC Address: Flemington, New Jersey Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/07/2022 Number of Hours: 12, Monthly Number of Hours during trading: 0, Monthly Duties: A small hobby embroidery business. Custom clothing such as hoodies and t shirts etc. Own and run the business. About 12 to 15 hours a month outside of securities trading hours. I*451935Entity Type: Entity For ProfitName of OBA: Sneakers PkusAddress: Flemington, New JerseyInvestment Related: NoPosition, Title, Association: OtherEmployee Start Date: 08/01/2016Number of Hours: 40, MonthlyNumber of Hours during trading: 40, MonthlyDuties: Part Time Employee. Sort, Pack, and Ship clothing. I do not own this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
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