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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-12-09 |
| TX | RA | APPROVED_RES | 2012-12-14 |
| PA | RA | APPROVED | 2011-01-28 |
Branch Locations
724 W Lancaster Ave, Wayne, PA 19087 • United States
Avalon, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 01/2011 | Present |
| Bank Of America, N.A. | Wayne | PA | 07/2011 | Present |
I*6420 FOR PROFIT OR NOT FOR PROFIT: NAME OF OUTSIDE BUSINESS ORGANIZATION: WALLACE VACATION HOME INVESTMENT RELATED: ADDRESS OF BUSINESS: AVALON, NEW JERSEY 8202 NATURE OF BUSINESS: , POSITION, TITLE, ASSOCIATION: , START DATE OF RELATIONSHIP: 7/1/2018 NUMBER OF HOURS DEVOTED: 1 HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-29 |
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