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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-13 |
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Wyomissing | PA | 02/2008 | Present |
| Bank Of America, N.A. | Wyomissing | PA | 04/2011 | Present |
I*32795 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PENNSYLVANIA INTERSCHOLASTIC ATHLETIC ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: MECHANICSBURG, PENNSYLVANIA 17055 NATURE OF BUSINESS: OTHER,PIAA VARSITY WRESTLING OFFICIAL POSITION, TITLE, ASSOCIATION: OTHER, PIAA VARSITY WRESTLING OFFICIAL START DATE OF RELATIONSHIP: 12/10/2008 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OTHER I*129670 For profit or not for profit: Non-Profit Organization Name of outside business organization: UNITED WAY OF BERKS COUNTY Investment related: Y Address of business: READING, Pennsylvania 19603 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 2/7/2020 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: INVESTMENT COMMITTEE ADVISORY BOARD MEMBER FOR NON PROFIT ORGANIZATION THAT SUPPORTS OUR LOCAL COMMUNITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-28 |
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