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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-22
PA RA APPROVED 2014-01-27
  • TX RA
    APPROVED_RES
    Since 2021-03-22
  • PA RA
    APPROVED
    Since 2014-01-27

Branch Locations

724 W Lancaster Ave, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner And Smith Incorporated Philadelphia PA 07/2013 Present
Bank Of America, N.A. Philadelphia PA 04/2014 Present
  • 07/2013 → Present
    Merrill Lynch, Pierce, Fenner And Smith Incorporated
    Philadelphia, PA
  • 04/2014 → Present
    Bank Of America, N.A.
    Philadelphia, PA
Other Businesses

I*3449276 Entity Type: Entity For Profit Name of OBA: GR Partners, LLC Address: Fort Washington, Pennsylvania, 19034 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/05/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Pooled Investment Vehicle Passive Investor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-24
  • S66 Uniform Combined State Law Examination
    2014-01-24
Other Names
  • Matthew Gerard Matthew

View on SEC IAPD

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