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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| PA | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Bayonne | NJ | 03/2015 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Bayonne | NJ | 04/2018 | 02/2022 |
| Citizens Securities, Inc | Westwood | MA | 03/2022 | 10/2022 |
| Citizens Bank, N.A | Ft Washington | PA | 03/2022 | 10/2022 |
| Wells Fargo Bank, Na | East Greenville | PA | 10/2022 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 11/2024 | Present |
| Peoplease Llc | Quakertown | PA | 09/2023 | 10/2023 |
| Home Depot | Allentown | PA | 02/2022 | 10/2022 |
| Bank Of America, N.A. | Allentown | PA | 01/2025 | Present |
I*2109310, Entity Type, Name of OBA: Rental Property 1 Address: Allentown Pennsylvania 18103 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 08/20/2020No Hours: 1 yearly No Hours during trading: 1 yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
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