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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-28 |
Branch Locations
300 Conshohocken State Rd, Conshohocken, PA 19428 • United States
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Philadelphia | PA | 02/2024 | 07/2026 |
| Jpmorgan Securities Llc | Philadelphia | PA | 02/2024 | 07/2026 |
| M&T Bank | Buffalo | NY | 02/1998 | 12/2023 |
| Unemployed | West Chester | PA | 01/2024 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 07/2026 | Present |
Name of the other business Trust Whether the business is investment-related no Address of the other business west chester, pa Nature of the other business trust Your position Co-trustee Title, or relationship with the other business Co-trustee Start date of your relationship May 2019 Approximate number of hours/month you devote to the other business 0 Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business Act as trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-09 |
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