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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-19 |
| NJ | RA | APPROVED | 2021-08-13 |
| TX | RA | APPROVED_RES | 2012-07-10 |
| PA | RA | APPROVED | 2011-05-03 |
Branch Locations
600 Hamilton St, Allentown, PA 18101 • United States
Naples, FL • 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 | Allentown | PA | 04/2011 | Present |
| Bank Of America, N.A. | Bethlehem | PA | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-26 |
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