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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-28 |
| NJ | RA | APPROVED | 2015-01-30 |
| TX | RA | APPROVED | 2015-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2014 | Present |
| Bank Of America, N.A. | Pennington | NJ | 05/2015 | Present |
I*2167277, Entity Type: NOT FOR PROFIT, Name of OBA: The M Household, Address: Philadelphia PA 19118 Investment Related: No, Position, Title, Association: N/A, Employee State Date:1.14.2025 , No Hours: >1 hour monthly , No Hours during Trading: 0 , Duties: Employer ID required for Nanny Services payroll I*4408269, Entity Type: Entity Charitable, Name of OBA: Foundation of the Rotary Club of Chestnut Hill, Address: Erdenheim, Pennsylvania, 19038, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Board member, Volunteer / Community Service. The Foundation through club committees raises funds and then distributes those funds through a grant process. The club's Fundraising Committee works to raise funds mostly through events. The club's Community Service Committee and International Service Committees among other tasks, recommends funding grants to organizations who have applied
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
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