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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2013-01-09 |
| PA | RA | APPROVED | 2010-06-23 |
Branch Locations
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 | Exton | PA | 12/1994 | 05/2022 |
| Bank Of America, N.A. | Blue Bell | PA | 05/2022 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 05/2022 | Present |
I*3691309 Entity Type: N/A Name of OBA: Rental Property 1 Address: Hilton Head Island, South Carolina, 29928 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 03/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-13 |
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