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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-24 |
| NY | RA | APPROVED | 2022-06-24 |
Branch Locations
331 Newman Springs Rd Bldg 2, 3Rd Fl, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A./Merrill Lynch | Manasquan | NJ | 07/2011 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 06/2022 | Present |
KILLINGTON GRAND HOTEL HOME OWNERS ASSOCIATION, NOT INV RELATED, KILLINGTON, VT, BOARD MEMBER, START: 1/1/2025, 5 HOURs A MONTH, 0 HOURS DURING TRADING. ATTENDING MEETINGS, BUDGETING DISCUSSIONS FOR UPKEEP AND REVIEWING FINANCIAL DOCUMENTS.| SALZMAN FAMILY TRUST; INV RELATED; RED BANK, NJ; TRUSTEE; START DATE 03/01/2035; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-11 |
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