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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-24 |
| SC | RA | APPROVED | 2017-01-18 |
Branch Locations
2024 Corporate Centre Dr, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Myrtle Beach | SC | 10/2016 | Present |
| Northwest Bank | Bradford | PA | 08/2005 | 10/2016 |
| Bank Of America, N.A. | Myrtle Beach | SC | 03/2017 | Present |
I*114585 For profit or not for profit: Non-Profit Organization Name of outside business organization: Penn State Alumni Association Mytle Beach Chapter Investment related: N Address of business: Myrtle Beach, South Carolina 29579 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 43282 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The purpose of the entity is to connect Penn State Alumni and members with the intentions of making charitable donations from the funds raised I* 443354 For profit or not for profit: Entity Charitable Name of outside business organization: Penn State Alumni Association Mytle Beach Chapter Investment related: no Address of business: Myrtle Beach, SC, 29579 Nature of business: Charitable Organization Position, title, association: Treasurer,Director Start date of relationship: 06/01/2024 Number of hours devoted: 1 weekly Number of hours devoted during trading hours: 0 Duties: The purpose of the entity is to connect Penn State Alumni and members with the intentions of making charitable donations from the funds raised
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-17 |
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