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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| PA | RA | APPROVED | 2021-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Buffalo | NY | 05/2011 | 02/2020 |
| M&T Securities | West Chester | PA | 05/2015 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Media | PA | 02/2021 | Present |
| Unemployed | West Chester | PA | 04/2020 | 02/2021 |
| Bank Of America, N.A. | Media | PA | 02/2021 | Present |
I*445156 Entity Type: Charitable Name of outside business organization: Bournelyf Special Camp Investment related: N Address of business: West Chester, Pennsylvania, 19382 Position, title, association: Board Member Start date of relationship: 4/2/2018 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: Bournelyf is an outdoor activities based camp for individuals with intellectual disabilities. I am on the board of directors and am involved with fundraising, facilities, and general direction/functions of the camp
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-14 |
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