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Summer J. Cavalier

Bny Mellon Advisors, Inc.

New York, NY

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Current Employers
Bny Mellon Advisors, Inc.

200 Park Avenue, New York, NY 10166 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-09-13
PA RA APPROVED 2009-06-12
  • NJ RA
    APPROVED
    Since 2021-09-13
  • PA RA
    APPROVED
    Since 2009-06-12

Branch Locations

200 Park Avenue, New York, NY 10166 • 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
Pershing Llc West Chester PA 09/2011 Present
Lockwood Advisors Inc West Chester PA 09/2011 06/2023
Bny Mellon Advisors, Inc. Pennington NJ 06/2023 Present
  • 09/2011 → Present
    Pershing Llc
    West Chester, PA
  • 09/2011 → 06/2023
    Lockwood Advisors Inc
    West Chester, PA
  • 06/2023 → Present
    Bny Mellon Advisors, Inc.
    Pennington, NJ
Previous Registrations
  • 2008-11-05 → 2008-11-21
    Rittenhouse Asset Management, Inc.
    Radnor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-04
S63 Uniform Securities Agent State Law Examination 1999-08-13
  • S65 Uniform Investment Adviser Law Examination
    2008-11-04
  • S63 Uniform Securities Agent State Law Examination
    1999-08-13
Other Names
  • Summer S Jawad
  • Summer Sinan Jawad
  • Summer J. Cavalier
  • Summer J Cavalier

View on SEC IAPD

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