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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-30 |
| NJ | RA | APPROVED | 2013-12-17 |
Branch Locations
7 Roszel Rd, Princeton, NJ 08540 • United States
Hopewell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/2013 | Present |
| Bank Of America, N.A. | Princeton | NJ | 02/2014 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NEW JERSEY MOTORSPORTS PARK INVESTMENT RELATED: NO ADDRESS OF BUSINESS: MILLVILLE,, NEW JERSEY UNITED STATES 08540 POSITION, TITLE, ASSOCIATION: DRIVING INSTRUCTOR START DATE OF RELATIONSHIP: 3/8/2014 NUMBER OF HOURS DEVOTED: 15 MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 15 DUTIES: NJMP IS A A MOTORSPORTS PARK. I WILL BE A DRIVING INSTRUCTOR. I*: 2929325 Entity Type: Fiduciary role Name of OBA: A. M A. Revocable Trust U/A 10/27/22 Address: Darien, CT 04963 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 10/27/2022 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Co-Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-08 |
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