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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-11 |
| NJ | RA | APPROVED | 2006-06-23 |
Branch Locations
1 Crossroads Dr, Bedminster, NJ 07921 • United States
Bridgewater, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Bedminster | NJ | 06/2011 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Flemington | NJ | 06/2006 | Present |
I*109762For profit or not for profit: Non-Profit OrganizationName of outside business organization: United Way of Northern NJInvestment related: NAddress of business:Morristown, New Jersey 7962Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 10/18/2017Number of hours devoted: 10 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Be and advocate for philanthropy and giving to United WaySpecifically raise awareness about the Women's Giving circleI*119402For profit or not for profit: For-Profit OrganizationName of outside business organization: Bouganvilla LLCInvestment related: NAddress of business: Bridgewater, New Jersey 8807Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 10/15/2018Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Entity formed to purchase real propertyI*129989For profit or not for profit: Non-Profit OrganizationName of outside business organization: Somerset County YMCAInvestment related: NAddress of business:Basking Ridge, New Jersey 07920Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 3/30/2020Number of hours devoted: 15 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: a member of the boardI*133861For profit or not for profit: For-Profit OrganizationName of outside business organization: Safe Haven DialogsInvestment related: NAddress of business:Basking Ridge, New Jersey 07920Nature of business: LLC,Position, title, association: Consultant, Start date of relationship: 11/2/2020Number of hours devoted: 10 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Safe Havens Solutions is an organization committed to providing solutions to help diverse executives advance in their careers. I will serve on a core team as a consultant I*3061275 Entity Type: N/A Name of OBA:First Baptist Church of Lincoln Gardens Address:Somerset New Jersey Investment Related:No Position, Title, Association:Board Member Start Date:01/12/2026 No Hours: 2 Monthly No Hours during trading:0 Monthly Duties:Work closely with Pastor and church leadership on church governance issues. Participate in Strategic planning and decision making
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-07 |
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