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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-25 |
| PA | RA | APPROVED | 2010-06-21 |
Branch Locations
475 Rolling Ridge Dr, State College, PA 16801 • United States
250 International Pkwy, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Johnstown | PA | 09/1992 | Present |
| Bank Of America,N.A. | State College | PA | 06/2011 | Present |
NON PROFIT THE BALLET THEATRE OF CENTRAL PENNSYLVANIA, INC. 3006 RESEARCH DRIVE STATE COLLEGE PA 16801 COMPENSATED: NO TITLE: DIRECTOR/BOARD MEMBER START DATE: 07/15/2010 HOURS PER MONTH DEVOTED: 1-10 NONE DURING SECURITIES TRADING HOURS DUTIES: AUDITING, COLLECTIVE RESPONSIBILITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-23 |
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