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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-22 |
| NJ | RA | APPROVED | 2016-01-15 |
| CT | RA | APPROVED | 2014-06-16 |
| TX | RA | APPROVED_RES | 2006-01-05 |
Branch Locations
One Bryant Park Investment Solutions Group, New York, NY 10036 • United States
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/1995 | Present |
I*4683268 Entity Type: N/A Name of OBA: B L P TTEE U/A DTD 09/14/2015 BY B L P Address: Westfield, New Jersey, 7090 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/09/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-02 |
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