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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-03 |
| PA | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bloomsburg University Of Pennsylvania | Bloomsburg | PA | 08/2015 | 05/2019 |
| Enterprise Rent-A-Car | Kingston | PA | 01/2019 | 03/2019 |
| Buck Lumber | Hughesville | PA | 06/2014 | 05/2019 |
| Raymond James Financial Services, Inc | Montoursville | PA | 06/2019 | 08/2024 |
| Raymond James Financial Services Advisors | Montoursville | PA | 10/2019 | 08/2024 |
| Aspire Wealth Group | Montoursville | PA | 06/2019 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 08/2024 | Present |
| Bank Of America, N.A. | Williamsport | PA | 10/2024 | Present |
I*1987378, For Profit, Name - Fitness ConsultingInvestment Related - NoAddress -Hughesville, PA Nature of business - I am training people in a fitness setting.Your position - OwnerTitle or Relationship with other business - NoneStart Date - 03/01/2023Hours per month spent on business - 4Number of hours devoted during securities trading hours - 0Duties - I am training people in a fitness setting. I*2215381, Entity Type: , Name of OBA: J B, Address: Hughesville, Pennsylvania, 17737, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Feb-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
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