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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-25 |
| NJ | RA | APPROVED | 2020-12-10 |
| PA | RA | APPROVED | 2010-06-23 |
| CT | RA | APPROVED | 2010-06-04 |
| TX | RA | APPROVED_RES | 1994-12-22 |
Branch Locations
470 Norristown Rd, Blue Bell, PA 19422 • United States
Boca Raton, FL • United States
Margate City, NJ • 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 | Blue Bell | PA | 06/1990 | Present |
| Bank Of America,N.A. | Blue Bell | PA | 06/2011 | Present |
I*1438285For profit or not for profit: Name of outside business organization: 2120 E Dauphin Owner LLCInvestment related: NAddress of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , passive invesotr (LP)I*2159281, Entity Type: , Name of OBA: B G, Address: jamison, Pennsylvania, 18929, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10-Jan-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*2479268, Entity Type: , Name of OBA: DR M R G TOD BENEFICIARIES ON FILE , Address: elkins park, Pennsylvania, 19027, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05/20/2025, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-18 |
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