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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-23 |
| PA | RA | APPROVED | 2022-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Philadelphia | PA | 06/2014 | 03/2018 |
| Citizens Securities, Inc. | Philadelphia | PA | 06/2014 | 03/2022 |
| Citizens Securities, Inc. | Fort Washington | PA | 03/2018 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 03/2022 | Present |
I* 1710266 Entity Type: Charitable Name of OBA: C. P S. Memorial Fund Inc Address: Philadelphia, PA,19111 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/27/2024 No Hours: Yearly No Hours during trading: 0 Duties: Funds are raised in Colleen's name to provide scholarships to local schools. My responsibility is to help run the fundraisers and make meeting decisions for annual softball tournament and choosing scholarship winners. I*4465268 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Glenside, Pennsylvania, 19038 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 04/21/2026 Number of Hours: 24, Yearly Number of Hours during trading: 0 Duties: Co-owner with other family members/Rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-06 |
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