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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-19 |
| PA | RA | APPROVED | 2021-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cco Investment Services Corp. | Philadelphia | PA | 04/2012 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 08/2021 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 08/2021 | Present |
I*3416265, Entity Type: , Name of OBA: Estate of W B T, Address: Newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 12/31/2025, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-29 |
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