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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-12 |
| NJ | RA | APPROVED | 2023-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates | Teaneck | NJ | 11/2003 | 01/2019 |
| Stifel Nicolaus & Co Inc | Ramsey | NJ | 03/2019 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smithincorporated | Paramus | NJ | 10/2021 | Present |
I*4511307 Entity Type: Fiduciary role Name of OBA: A. M. Address: South Hackensack, New Jersey, 7606 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/11/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*4511308 Entity Type: Fiduciary role Name of OBA: Summit Investment Trust Address: South Hackensack, New Jersey, 7646 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 05/11/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-13 |
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