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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-31 |
| NJ | RA | APPROVED | 2007-11-15 |
Branch Locations
525 Washington Blvd Central Business Review Unit, Jersey City, NJ 07310 • United States
Jersey City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Jersey City | NJ | 01/2007 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
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