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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-01-11 |
| NJ | RA | APPROVED | 2017-07-12 |
| TX | RA | APPROVED_RES | 2017-01-17 |
| PA | RA | APPROVED | 2015-09-10 |
Branch Locations
1040 Stony Hill Rd, Yardley, PA 19067 • United States
4811 Gaillardia Pkwy, Oklahoma City, OK 73142 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 08/2015 | Present |
| Bank Of America, N.A. | Yardley | PA | 09/2015 | Present |
I*: 2819281 Entity Type: Governmental Name of OBA: Edmond School District Address: Edmond, OK 73003 Investment Related: No Position, Title, Association: Coach Employee Start Date: 02/10/2026 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: High School Soccer Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-22 |
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