Tracy Brinker Mcguire

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-07-27
TX	RA	APPROVED	2018-07-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wilmington	DE	07/1990	07/2018
Bank Of America,Na	Wilmington	DE	11/2009	07/2018
Wyeth Private Wealth, Llc	Chadds Ford	PA	07/2018	10/2018
Purshe Kaplan Sterling Investments	Albany	NY	09/2018	06/2022
Brandywine Oak Private Wealth	Kennett Square	PA	10/2018	Present

07/1990 → 07/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE
11/2009 → 07/2018

Bank Of America,Na

Wilmington, DE
07/2018 → 10/2018

Wyeth Private Wealth, Llc

Chadds Ford, PA
09/2018 → 06/2022

Purshe Kaplan Sterling Investments

Albany, NY
10/2018 → Present

Brandywine Oak Private Wealth

Kennett Square, PA

(1) I am a trustee for my sister's trust account. (2) I am a licensed as an independent insurance agent

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-03-09
S63	Uniform Securities Agent State Law Examination	1990-11-06