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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 2022-04-18
PA RA APPROVED 2014-02-07
  • TX RA
    APPROVED_RES
    Since 2022-04-18
  • PA RA
    APPROVED
    Since 2014-02-07

Branch Locations

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

Wayne, PA • 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 & Smith Incorporated Philadelphia PA 10/2013 Present
Bank Of America, N.A. Philadelphia PA 04/2014 Present
Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PUSHINTHELIMIT, INC.INVESTMENT RELATED: NADDRESS OF BUSINESS:MARLTON, NEW JERSEY 8053NATURE OF BUSINESS: S-CORP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2003NUMBER OF HOURS DEVOTED: 12 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: SKILL AND SPORTS WORKOUT COMPANYFORMER PRESIDENT, STILL OWNER BUT I HAVE MANAGEMENT IN PLACE TO COVER ALL DAILY ACTIVITIES. I*8114For profit or not for profit: Name of outside business organization: Dickinson House Investment related: Address of business: Philadelphia, Pennsylvania 19146Nature of business: ,Compensation for Activity: Position, title, association: , Start date of relationship: 6/1/2019Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: I*2611259, Entity Type: Rental property, Name of OBA: Rental Property 1, Address: Stone Harbor, New Jersey, 08247, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee State Date: 07/10/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Co-owner with other family members of rental property I*: 2864268 Entity Type: Rental Property Name of OBA: Rental Property 2Address: Philadelphia, PA 19146Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 09/16/2025Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Co-owner with other family members of rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-06
  • S66 Uniform Combined State Law Examination
    2014-02-06
Other Names
  • Bill Burr
  • William Burr

View on SEC IAPD

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