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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-05 |
Branch Locations
Six Tower Bridge, 181 Washington Street Suite 500, Conshohocken, PA 19428-2000 • United States
Ambler, PA • 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 | Jenkintown | PA | 08/1990 | 07/2018 |
| Bank Of America,N.A. | Jenkintown | PA | 06/2011 | 07/2018 |
| Rbc Capital Markets, Llc. | Conshohocken | PA | 07/2018 | Present |
| City National Bank | Conshohocken | PA | 01/2020 | Present |
(1) NAME OF ENTITY: Old York Road Country Club ADDRESS: 800 Tennis Ave, Ambler, PA 19002 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jan 01, 2024 CAPACITY: Officer DUTIES: President of the Old York Road Country Club (no pay, no check-writing ability or spending authority; duties performed during evenings and weekends) HOURS DEVOTED PER MONTH: 15 (not during business hours) HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-09 |
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