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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-01-20 |
| PA | RA | APPROVED | 2010-06-23 |
| TX | RA | APPROVED_RES | 2008-02-26 |
Branch Locations
101 West Ave, Jenkintown, PA 19046 • United States
Winthrop, ME • 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 | Elkin Park | PA | 12/1996 | Present |
| Bank Of America, N.A. | Jenkintown | PA | 07/2011 | Present |
I*1201276 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: miami, Florida, 33136 Nature of business: Position, title, association: Sole owner, Start date of relationship: 10/1/2027 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 I*1055364 Name of OBA:Estate of Rosemary and Gary Blanche Address:Oakford,Pennsylvania Investment Related:No Position, Title, Association:Executor Employee Start Date:11/04/2022 No Hours: 0 No Hours during trading:0 Duties:Executor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-03 |
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