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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-16 |
| PA | RA | APPROVED | 2023-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Norriton | PA | 09/2022 | Present |
| Ussf | Malvern | PA | 08/2012 | 08/2019 |
| Nisoa | Malvern | PA | 07/2017 | Present |
| Temple University | Philadelphia | PA | 05/2014 | 05/2016 |
I* 1055510 For profit or not for profit: Entity For Profit Name of outside business organization: This Machine Investment related: no Address of business: Malvern, PA, 19355 Nature of business: Sole Proprietorship Position, title, association: Owner Start date of relationship: 08/23/2022 Number of hours devoted: 76 yearly Number of hours devoted during trading hours: 0 Duties: I use this business for all of my outside income. Included in this outside income is interest income from a hobby that I enjoy partaking in. This hobby is opening bank accounts for bonuses. Bonuses on new bank accounts are considered interest income, so I receive 1099-INT forms from various banks at the end of each year on which I pay taxes. If I engage in any other activity under this EIN I will submit a separate disclosure.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
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