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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-26 |
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 2007-07-05 |
Branch Locations
Wildwood Crest, NJ • United States
2 Bala Plz, Bala Cynwyd, PA 19004 • United States
Media, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bala Cynwyd | PA | 04/1995 | Present |
| Bank Of America,N.A. | Bala Cynwyd | PA | 06/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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