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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2020-12-14 |
| PA | RA | APPROVED | 2010-06-22 |
| TX | RA | APPROVED | 2008-05-06 |
| CT | RA | APPROVED | 2007-01-12 |
Branch Locations
1600 Jfk Blvd, Philadelphia, PA 19103 • United States
Ocean View, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 08/2005 | Present |
| Bank Of America, N.A. | Wayne | PA | 04/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-01 |
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