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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-07 |
| PA | RA | APPROVED | 2015-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethlehem | PA | 09/2014 | Present |
| Bank Of America, N.A. | Bethlehem | PA | 07/2017 | Present |
I*1991304Entity Type: N/AName of OBA: Society of Human Resource ManagementAddress: Coopersburg, Pennsylvania, 18036Investment Related: NoPosition, Title, Association: Board Member Employee Start Date: 01/01/2025No Hours: 4No Hours during trading: 0Duties: Community relations board member, engage the community relations committee within SHRM in volunteer activities in the Lehigh Valley and surrounding areas. I*4772339, Entity Type:not for profit Name of OBA: Junior League, Address: Bethlehem, Pennsylvania, 18016, Investment Related: N, Position, Title, Association: member, Employee Start Date: 07/01/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Attend monthly meetings and fundraising events to give back to those who need assistance in our community. Connecting women in the community for networking and volunteerism
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-10 |
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