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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED_RES | 2015-09-16 |
| PA | RA | APPROVED | 2010-06-29 |
| CT | RA | APPROVED | 2009-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 08/2005 | Present |
| Bank Of America,Na | Camphill | PA | 11/2009 | Present |
I*2886277 Entity Type: N/A Name of OBA: P.P. Address:Mechanicsburg Pennsylvania Investment Related:No Position, Title, Association:Power of Attorney Start Date:09/17/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Power of Attorney for Spouse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-13 |
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