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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-18 |
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 | Media | PA | 03/1985 | Present |
| Bank Of America, Na | Media | PA | 09/2009 | Present |
I*57484 For profit or not for profit: Non-Profit Organization Name of outside business organization: the john lachman society Address of business: st.davids,, Pennsylvania 19087 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2010 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: non profit/board of trustees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-26 |
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