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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-15 |
| TX | RA | APPROVED | 2018-09-25 |
| PA | RA | APPROVED | 2018-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 04/2018 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 04/2018 | Present |
| Enterprise | Wayne | PA | 01/2011 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-06 |
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