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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-06-15 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clinton | NJ | 10/2009 | Present |
| Bank Of America, N.A. | Flemington | NJ | 07/2011 | Present |
I*1952271 Entity For Profit Name of OBA: Dream Vacations/World Travel Holdings Address: Fort Lauderdale, Florida, 33309 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/12/2024 No Hours: 2 No Hours during trading: 0 Duties: Access to travel agent pricing on cruises, hotels, and airfare. No minimum requirement as to production or hours worked.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-31 |
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