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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-23 |
| TX | RA | APPROVED_RES | 1998-09-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 07/1987 | Present |
| Bank Of America, N.A. | Camp Hill | PA | 05/2011 | Present |
I*2187339, Entity Type: , Name of OBA: S J SEXEC EST OF H J L, Address: Camp Hill, Pennsylvania, 17011, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 03-Feb-2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-02 |
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