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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 11/2012 | 08/2026 |
| Bank Of America, N.A. | Mount Laurel | NJ | 01/2013 | 08/2026 |
| Morgan Stanley Smith Barney Llc | Mount Laurel | NJ | 08/2026 | Present |
The Tender Inc. / Not Investment Related / Moorestown, NJ / Charitable Organization / Committee Member / Start 03-November-2014 / 20 hours devoted annually / 4 during trading / The Tender has been providing care to frail seniors and persons with Alzheimer's disease/dementia in Burlington County NJ since 1977.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-11 |
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