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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliancebernstein Investments, Inc. | New York | NY | 06/2013 | 11/2016 |
| Delaware Investments | Philadelphia | PA | 11/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 07/2019 | Present |
| Bank Of America, N.A. | Blue Bell | PA | 08/2019 | Present |
I*128763 For profit or not for profit: Non-Profit Organization Name of outside business organization: Boys and Girls Clubs of North Penn Valley Investment related: N Address of business: Landsdale, Pennsylvania 19446 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/12/2020 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Volunteer on the Board. Responsible for helping the organization become more visible in the local community
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-09 |
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