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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-28 |
Branch Locations
One Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046 • 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 | Elkins Park | PA | 11/2007 | 05/2021 |
| Bank Of America, N.A. | Elkins Park | PA | 11/2014 | 05/2021 |
| Oppenheimer & Co Inc | Jenkintown | PA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-21 |
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