Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-31
NJ RA APPROVED 2007-11-15
  • TX RA
    APPROVED_RES
    Since 2023-01-31
  • NJ RA
    APPROVED
    Since 2007-11-15

Branch Locations

525 Washington Blvd Central Business Review Unit, Jersey City, NJ 07310 • United States

Jersey City, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Jersey City NJ 01/2007 Present
  • 01/2007 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    Jersey City, NJ
Other Businesses

1) FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: VARIOUS FITNESS FACILITIESINVESTMENT RELATED: NADDRESS OF BUSINESS:JERSEY CITY, NEW JERSEY 7304POSITION, TITLE, ASSOCIATION: PART-TIME, FITNESS INSTRUCTOR APPROXIMATELY 5 HOURS A WEEKSTART DATE OF RELATIONSHIP: 10/1/2012NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PART-TIME FITNESS INSTRUCTOR I*1547279For profit or not for profit: Name of outside business organization: 74 Mallory Avenue Condo AssociationInvestment related: NAddress of business: Jersey City, New Jersey, 07304, United StatesNature of business: ["HOA, Co-op, Freehold"]Position, title, association: ["Board Member"], Start date of relationship: 1/1/2021Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , 5 unit self- managed condo where I live and help with HOA responsibilities. Our HOA is small and its not feasible to have a management company handle. All 5 owners have certain responsibilities within the HOA. Write checks for the HOA expenses and deposit checks from the HOA owners would be my chief responsibility. I*, 2724273Entity Type: Entity For ProfitName of OBA: Base Health ClubAddress: Jersey City, New Jersey 07302Investment Related: NoPosition, Title, Association: EmployeeEmployee Start Date: 01/01/2025No Hours: 4hrs per weekNo Hours during trading: 0 Duties: Health and Wellness Gym/Spa. Certified Group Fitness Instructor Conducting Group Fitness Classes 2-3x per week I*2723285, Entity Type for profit , Name of OBA:Fit Bodies Inc Address: Ft. MitchellKentucky41017 Investment Related: No Position, Title, Association: Certified Group Fitness Instructor Employee Start Date: 07/21/2025 No Hours: 21 yearly No Hours during trading: 0 Duties: I will be conducting group fitness classes in a range of potential modalities (strength, bootcamp, HIIT, Spin, Yoga, Aquatics) at various resorts during my personal vacation timeIt's a program where they partner with certified fitness instructors to conduct fitness classes or "Teaching Vacation " at resorts in exchange the instructor pays discounted rate for their stay at the resort

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-31
  • S66 Uniform Combined State Law Examination
    2007-08-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jersey City, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor