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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-26 |
| PA | RA | APPROVED | 2010-06-22 |
| TX | RA | APPROVED_RES | 1997-03-19 |
Branch Locations
180 Fort Couch Rd, Upper Saint Clair, PA 15241 • United States
Delray Beach, FL • United States
601 E Atlantic Ave, Delray Beach, FL 33483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper St. Clair | PA | 12/1986 | Present |
| Bank Of America, Na | Upper Saint Clair | PA | 12/2009 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 03/2024 | Present |
I*2122266, Entity Type, Name of OBA: Rental Property 1 Address: Deerfield Beach, Florida, 33441 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/15/2025 No Hours: 2 Mo No Hours during trading: 0 Duties: owner 3 month seasonal rental I*: 2486262 Entity Type: Fiduciary role Name of OBA: R. J K. EXEC EST OF J. B. Address: Delray Beach, FL 33446 Investment Related: No Position, Title, Association: Executor Employee Start Date: 05/22/2025 Number of Hours: 1 hr annually Number of Hours during trading: 1 hr annually Duties: Executor for siblings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-03 |
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