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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-04 |
| PA | RA | APPROVED | 2023-04-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 12/2019 | Present |
| Uber | Alburtis | PA | 11/2018 | Present |
| Lyft | Alburtis | PA | 11/2018 | Present |
| Primerica Financial Services | Alburtis | PA | 05/2012 | 11/2022 |
| Fedex | Northampton | PA | 10/2019 | 11/2019 |
| Walmart | Bethlehem | PA | 09/2019 | 10/2019 |
| Capital One Bank | Bronx | PA | 11/2017 | 12/2018 |
| Coworx | Bethlehem | PA | 03/2015 | 09/2017 |
| Bank Of America, N.A. | Philadelphia | PA | 02/2023 | Present |
Name of the other businessMedina Ridesharing Whether the business is investment-relatedNon-investment related Address of the other business128 Windsor Rd Alburtis PA 18011 Nature of the other businessRidesharing Your positionDriver Title, or relationship with the other businessDriver Start date of your relationship2018 Approximate number of hours/month you devote to the other businessOccasional 10-20 per month. Number of hours you devote/month to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI work for Uber and Lyft. I only work when I need cash of an event. Not constant. Last day of work 05/12/2022. I*927591, Entity Type: Entity For Profit, Name of OBA: Medina Ridehsaring, Address: Alburtis, Pennsylvania 18011, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/01/2022, No Hours: 999, No Hours during trading: 999, Duties: Driving for Uber and Lyft
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-06 |
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