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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-15 |
| TX | RA | APPROVED | 2010-03-03 |
| CT | RA | APPROVED | 2009-12-24 |
Branch Locations
470 Norristown Rd, Blue Bell, PA 19422 • United States
Wayne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 11/2008 | Present |
| Bank Of America, N.A. | Blue Bell | PA | 01/2014 | Present |
I*4901267, Entity Type: , Name of OBA: Coastline Condominium [Redacted], Address: Avalon, New Jersey, 08202, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 07/15/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: Logging Meeting Minutes for Meetings,Condomiminium Association - Need a new Secretary to handle meeting minutes for semi annual meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
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