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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-27 |
| TX | RA | APPROVED | 2022-01-27 |
Branch Locations
221 West Philadelphia Street Suite 301, York, PA 17401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 08/2020 | 11/2021 |
| Advanced Compliance Technologies | Dover | OH | 02/2012 | 02/2020 |
| Stony Run Brew House | York | PA | 02/2020 | 12/2020 |
| Vantage Foods | Camp Hill | PA | 12/2019 | 01/2020 |
| Morgan Stanley | East York | PA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-16 |
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