Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-01
FL RA APPROVED 2022-02-03
PA RA APPROVED 2010-06-15
CA RA APPROVED 2009-12-17
CT RA APPROVED 2009-12-17
  • TX RA
    APPROVED_RES
    Since 2024-12-01
  • FL RA
    APPROVED
    Since 2022-02-03
  • PA RA
    APPROVED
    Since 2010-06-15
  • CA RA
    APPROVED
    Since 2009-12-17
  • CT RA
    APPROVED
    Since 2009-12-17

Branch Locations

2 Bala Plz, Bala Cynwyd, PA 19004 • United States

Vero Beach, FL • 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 Bala Cynwyd PA 10/1983 Present
Bank Of America, Na Bala Cynwyd PA 12/2009 Present
Other Businesses

I* 1280277For profit or not for profit: Entity For ProfitName of outside business organization: Bent Pine Golf ClubInvestment related: noAddress of business: Vero Beach, FL, 32967Nature of business: CorporationPosition, title, association: OtherStart date of relationship: 03/28/2024Number of hours devoted: 8 weekly Number of hours devoted during trading hours: 1Duties: Bent Pine is a Golf Club that I have joined and as a result of being a member I am also a shareholder. I was just appointed to serve on the Green Committee. Responsibilities will involve working with the course superintendent and other committee members to ensure the course conditions, present and future are in line with the membership's expectations. Being added to the Board. Bent Pine is a golf club that I belong to where I will be a board member. My expected responsibilities will include helping to club set policy and plan for the long term success of the club. I will not have any direct involvement in the handling of any money nor will I have any signatory control over any of the clubs accounts. My role will be strategic in nature to help develop policies to navigate the many issues the Club is currently facing. I*3293276, Entity Type: Fiduciary role Name of OBA: P M C JR TTEE N I C TTEE DTD 03/06/2005 , Address: Langhorne, PA, 19047, Investment Related: No, Position, Title, Association: Co-Trustee, Employee State Date: 12/08/2025, No Hours: 5 Weekly, No Hours during Trading: 1 Weekly, Duties: Co-Trustee/Parents I*3378269 Entity Type: Fiduciary role Name of OBA: MRS N. I C. TOD BENEFICIARIES ON FILE Address: Langhorne, Pennsylvania, 19047 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/24/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Parents I*3379265 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO N. I C. IRA FBO N. I C. Address: Langhorne, Pennsylvania, 19047 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/24/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Parents I*3379266 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO N. I C. SEP FBO N. I C. Address: Langhorne, Pennsylvania, 19407 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/24/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Parents

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-01
S63 Uniform Securities Agent State Law Examination 1984-01-26
  • S65 Uniform Investment Adviser Law Examination
    2009-12-01
  • S63 Uniform Securities Agent State Law Examination
    1984-01-26
Other Names
  • Patrick Michael Cahill

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bala Cynwyd, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor