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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-30 |
| TX | RA | APPROVED | 2024-01-16 |
| PA | RA | APPROVED | 2023-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kennett Square | PA | 07/2023 | Present |
| Lasalle College High School | Wyndmoor | PA | 08/2015 | 05/2019 |
| Alber Haff Parking Service Inc. | Glenside | PA | 10/2018 | 06/2019 |
| Wojcick Landscaping Inc. | Sellersville | PA | 05/2020 | 08/2020 |
| Penn Beer Sales & Service | Hatfield | PA | 05/2021 | 08/2021 |
| Bank Of America & Merrill Lynch | Philadelphia | PA | 06/2022 | 08/2022 |
| Penn State Unviersity | University Park | PA | 08/2019 | 05/2020 |
| Penn State University | University Park | PA | 08/2020 | 05/2021 |
| Penn State University | University Park | PA | 08/2021 | 05/2022 |
| Penn State University | University Park | PA | 08/2022 | 05/2023 |
| Firstrust Bank | Conshohocken | PA | 06/2018 | 08/2018 |
| Bank Of America, N.A. | Kennett Square | PA | 09/2023 | Present |
.I*2483270, Entity Type: Entity Charitable, Name of OBA: Penn State Alumni Association- Phoenix Chapter, Address: Phoenix, Arizona, 85001, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/09/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Non-profit organization that brings together Penn State Alumni all over the Valley of the Sun for networking opportunities, helping out the community, fun events, happy hours, and charitable events. The expected responsibilities would be to come onto the Board as an young alumni to be a resource for other alumni and friends who want to learn more about getting involved with the chapter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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