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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 2009-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 04/1997 | Present |
| Bank Of America, N.A. | York | PA | 02/2025 | Present |
I*103865 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CREATIVE MEMORIES INVESTMENT RELATED: N ADDRESS OF BUSINESS: ST CLOUD, MINNESOTA 56301 NATURE OF BUSINESS: OTHER,SCRAPBOOKING COMPANY POSITION, TITLE, ASSOCIATION: OTHER, INDEPENDENT CONSULTANT START DATE OF RELATIONSHIP: 10/24/2016 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I SELL SCRAPBOOKING SUPPLIES-PAPER, ALBUMS, AHESIVE FOR PHOTOS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-18 |
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