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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-12-20 |
| TX | RA | APPROVED | 2019-03-29 |
| PA | RA | APPROVED | 2018-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lancaster | PA | 06/2009 | 10/2016 |
| Morgan Stanley | York | PA | 10/2016 | 03/2018 |
| Morgan Stanley | York | PA | 11/2016 | 03/2018 |
| Edward Jones | Saint Louis | MO | 03/2018 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 06/2018 | Present |
| Bank Of America, N.A. | York | PA | 06/2018 | Present |
I*118381 For profit or not for profit: Non-Profit Organization Name of outside business organization: Central Pennsylvania Junior Horse Show Association Investment related: N Address of business: Hershey, Pennsylvania 17033 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 10/5/2018 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 1 Duties: The Association recognizes US Equestrian Federation horse shows held in PA and MD. The mission is to create an environment conducive to fostering growth and education of the members through these horse shows. I assist the banquet and scholarship comm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-09 |
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