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150 North Radnor Chester Road Ste F110, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-28 |
| PA | RA | APPROVED | 2022-04-01 |
Branch Locations
150 North Radnor Chester Road Ste F110, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 09/2016 | 04/2022 |
| Bank Of America, N.A. | Philadelphia | PA | 03/2017 | 04/2022 |
| Presilium Private Wealth Llc | Radnor | PA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-29 |
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