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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-15 |
| TX | RA | APPROVED | 2009-05-18 |
Branch Locations
724 W Lancaster Ave Pbig - Wayne, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 06/2008 | Present |
I*114313 For profit or not for profit: For-Profit Organization Name of outside business organization: Oack LLC Investment related: N Address of business: Philadelphia, Pennsylvania 19142 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 1/15/2018 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: My husband and I created an LLC to buy rental properties I*6261 For profit or not for profit: Name of outside business organization: Catherine and A Koresh Investment related: Address of business: Philadelphia, Pennsylvania 19131 Nature of business: , Position, title, association: , Start date of relationship: 4/6/2016 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-05 |
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