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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-06-16 |
| PA | RA | APPROVED | 2013-12-16 |
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 | Elkins Park | PA | 12/2013 | Present |
| Bank Of America, N.A. | Elkins Park | PA | 06/2014 | Present |
I*2796303 Entity Type: N/A Name of OBA: N.C. Address:Abington Pennsylvania Investment Related:No Position, Title, Association:Power of Attorney Start Date:07/09/2025 No Hours: 1 Weekly No Hours during trading:1 Duties:Power of Attorney
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-11-25 |
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