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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
| PA | RA | APPROVED | 2026-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 10/2025 | Present |
| Kutztown University/Access Services | Lehigh Valley | PA | 02/2023 | 05/2023 |
| Warrington Soccer Club | Warrington | PA | 08/2025 | Present |
| Rise Creative Services | Havertown | PA | 04/2025 | 08/2025 |
| Mra Group | Horsham | PA | 05/2024 | 08/2024 |
| Payton Jewelry | Doylestown | PA | 05/2023 | 06/2025 |
| Kutztown University | Kutztown | PA | 09/2021 | 05/2025 |
| Kutztown University/Access Services | Kutztown | PA | 03/2022 | 04/2022 |
| Pats Select Pizza And Grill | Warrington | PA | 07/2020 | 12/2020 |
| Cec Entertainment | Warrington | PA | 02/2021 | 05/2021 |
| Central Bucks School District | Warrington | PA | 09/2015 | 06/2021 |
| Select Soccer Llc | Warrington | PA | 07/2025 | 08/2025 |
| Amazon.cOm, Inc. | Warrington | PA | 06/2023 | 06/2023 |
| Bank Of America, N.A. | Jenkintown | PA | 12/2025 | Present |
I*: 3108268 Entity Type: Charitable Name: Warrington Soccer Investment-related: No Address: Warrington, PA 18976 Title, or relationship with the other business: Coach Start date of your relationship: 08/04/2025 Approximate number of hours/month you devote to the other business: 4 hours/week Number of hours you devote to the other business during securities trading hours: 0 Duties: Youth travel soccer organization. Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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