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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-13 |
| NJ | RA | APPROVED | 2017-11-22 |
Branch Locations
163 Route 130 S, Cinnaminson, NJ 08077 • United States
1520 Route 38 Bldg 3, Hainesport, NJ 08036 • United States
331 Newman Springs Rd Bldg 2 2Nd Fl Ste 221 [J4-Rbo], Red Bank, NJ 07701 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cherry Hill | NJ | 12/2014 | 11/2017 |
| Bank Of America, N.A. | Cherry Hill | NJ | 12/2014 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Haddon Township | NJ | 11/2017 | Present |
CINNAMINSON TOWNSHIP COMMITTEE; NOT INVESTMENT RELATED; CINNAMINSON, NJ; DEPUTY MAYOR; 02/03/2025; 20 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; LEGISLATIVE | CINNAMINSON TOWNSHIP COMMITTEE; NOT INVESTMENT RELATED; CINNAMINSON, NJ; COMMITTEE MEMBER; 01/01/2024; 20 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; LEGISLATE THROUGH PUBLIC MEETINGS | CINNAMINSON TOWNSHIP COMMITTEE; NOT INVESTMENT RELATED; CINNAMINSON, NJ; LIAISON TO FINANCE COMMITTEE; 01/01/2025; 4 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; PROVIDE GOVERNANCE TO MUNICIPALITY | CINNAMINSON TOWNSHIP COMMITTEE; NOT INVESTMENT RELATED; CINNAMINSON, NJ; LIAISON TO ECONOMIC DEVELOPMENT; 01/06/2025; 4 HOURS PER MONTH; NO HOURS DURING TRADING HOURS; GOVERANCE FOR MUNICIPALITY CINNAMINSON TOWNSHIP COMMITTEE; INV RELATED; CINNAMINSON,NJ; COMMITTEE MEMBER/DEPUTY MAYOR; START DATE: 01/05/2026; 1012 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-05 |
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