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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-06 |
| PA | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED | 2023-08-25 |
Branch Locations
214 Senate Avenue 7Th Floor, Camp Hill, PA 17011 • United States
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 08/2019 | 08/2023 |
| Commonwealth Of Pa - Lottery | Middletown | PA | 05/2011 | 08/2019 |
| Morgan Stanley Smith Barney Llc | Camp Hill | PA | 08/2023 | Present |
(1) Rental Property / Investment Related / Harrisburg, PA 17102 / Rental Property / Joint Owner / Owner / Landlord / Start August 2011 / 2 hours devoted per month / 0 during trading hours / Bill paying and expense tracking. (2) Rental Property / Investment Related / Harrisburg, PA 17110 / Rental Property / Joint owner / Owner / Landlord / Start October 2016 / 2 hours devoted per month / 0 during trading hours / Bill paying and expense tracking. (3) *568767 - 2022 Market St; Investment related-Yes; Camp Hill, Pennsylvania; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 2; Landlord (5) *568769 - 8 Umberto Ave (Rental Property); Investment related-Yes; New Cumberland, Pennsylvania; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 2; Landlord (6) *568768- 16 Hummel Ave (Rental Property); Investment related-Yes; Camp Hill, Pennsylvania; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 2; Landlord (7) *568597 - Rental Property; Investment related-Yes; Hancock, Maryland; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 2; Property owner / landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-03 |
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