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Christian Issa

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Yardley, PA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-15
TX RA APPROVED 2023-01-20
  • PA RA
    APPROVED
    Since 2023-06-15
  • TX RA
    APPROVED
    Since 2023-01-20

Branch Locations

1040 Stony Hill Rd, Yardley, PA 19067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 08/2022 Present
Drexel University Philadelphia PA 09/2017 08/2022
Council Rock High School North Newtown PA 09/2014 09/2017
Estee Lauder Bristol PA 06/2020 05/2022
Kbra Holdings Inc Dresher PA 04/2019 09/2019
Evergreen Senior Management Newtown PA 07/2017 04/2018
  • 08/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 09/2017 → 08/2022
    Drexel University
    Philadelphia, PA
  • 09/2014 → 09/2017
    Council Rock High School North
    Newtown, PA
  • 06/2020 → 05/2022
    Estee Lauder
    Bristol, PA
  • 04/2019 → 09/2019
    Kbra Holdings Inc
    Dresher, PA
  • 07/2017 → 04/2018
    Evergreen Senior Management
    Newtown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
LPL FINANCIAL LLC · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA

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