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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED_RES | 2023-01-31 |
| NY | RA | APPROVED | 2022-12-08 |
Branch Locations
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
Middletown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 11/2013 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 11/2022 | Present |
I*1162261 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Wall, New Jersey, 07719 Nature of business: Position, title, association: Sole owner, Start date of relationship: 1/26/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-07 |
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