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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 | 2008-06-30 |
| CT | RA | APPROVED | 2007-07-31 |
Branch Locations
724 W Lancaster Ave Pbig - Wayne, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Philadelphia | PA | 04/2007 | Present |
| Bank Of America Na | Philadelphia | PA | 06/2011 | Present |
I*82139 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BEAT THE STREETS PHILADELPHIA INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3700 MARKET STREET, SUITE 300 PHILADELPHIA, PENNSYLVANIA 19104 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 7/1/2015 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TO POSITIVELY ALTER LIFE'S TRAJECTORY FOR UNDERPRIVILEDGED YOUTHS THROUGH ACADEMIC TUTORING PROGRAMS AND THE SPORT OF WRESTLING IN THE GREATER PHILADELPHIA METROPOLITAN AREA. I*82903 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GENREWERKS, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: NORTH KANSAS CITY, MISSOURI 64116 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 8/3/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WEBSITE TO CREATE AND DEVELOP CHARACTERS WHICH COULD BECOME A SCREEN-PRINT FOR T-SHIRTS. MY ROLE IS AS CONSULTANT AND GENERAL PARTNER. I WILL HAVE NO DAY-TO-DAY DUTIES OR MANAGING RESPONSIBILITIES. *1034308 For profit or not for profit: Entity Governmental Name of outside business organization: Conestoga High School Investment related: N Address of business: Berwyn, Pennsylvania, 19312 Nature of business: ["School, College or University"] Position, title, association: ["Other"], Start date of relationship: 10/20/2022 Number of hours devoted: 12 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: High School head wrestling coach.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-16 |
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