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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2006-10-12 |
| TX | RA | APPROVED_RES | 2004-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 12/1996 | Present |
| Bank Of America, N.A. | Manasquan | NJ | 09/2014 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FAMILY ESTATE (AMC) INVESTMENT RELATED: Y ADDRESS OF BUSINESS: HOWELL, NEW JERSEY 07731 NATURE OF BUSINESS: OTHER POSITION, TITLE, ASSOCIATION: EXECUTOR START DATE OF RELATIONSHIP: 08/26/2009 NUMBER OF HOURS DEVOTED: 20 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 HOURS MONTHLY DUTIES: EXECUTOR OF FAMILY ESTATE. I*2039267, Entity Type Fiduciary, Name of OBA: MLPF& S CUST FPO D S M IRA FBO D S M Address: Howell, New Jersey, 07731 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 30-Oct-2024 No Hours: 1 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-13 |
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