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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-12 |
| FL | RA | APPROVED | 2014-12-24 |
| TX | RA | APPROVED | 2014-12-24 |
Branch Locations
600 Hamilton St, Allentown, PA 18101 • United States
824 A1A N, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2014 | Present |
| Bank Of America N.A. | Jacksonville | FL | 08/2014 | Present |
I* 1607261 For profit or not for profit: Name of outside business organization: Investment related: No Address of business: Macungie, PA Nature of business: Position, title, association: Administrator Start date of relationship: 12/22/2023 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: Duties: I* 1607262 For profit or not for profit: Name of outside business organization: Investment related: No Address of business: Macungie, PA Nature of business: Position, title, association: Administrator Start date of relationship: 12/22/2023 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-22 |
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