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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED_RES | 2010-11-30 |
| NJ | RA | APPROVED | 2010-11-02 |
Branch Locations
1600 Jfk Blvd Investment Solutions Group, Philadelphia, PA 19103 • United States
3455 Peachtree Rd Ne Investment Solutions Group, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Moorestown | NJ | 07/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-10 |
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