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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| NJ | RA | APPROVED | 2025-05-08 |
Branch Locations
3100 Hingston Ave, Egg Harbor Township, NJ 08234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Marlton | NJ | 05/2022 | 04/2023 |
| Td Bank | Ocean City | NJ | 04/2017 | 05/2022 |
| Shore Medical Center | Somers Point | NJ | 01/2012 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 09/2023 | Present |
| Pnc Bank | Cape May Court House | NJ | 04/2013 | 08/2023 |
| Ocean First Bank | Linwood | NJ | 04/2016 | 04/2017 |
I*1491294 For profit or not for profit: Entity Charitable Name of outside business organization: Shore Medical Center Investment related: No Address of business: Somers Point, New Jersey, 08244 Nature of business: Hospital or Healthcare System Position, title, association: Employee Start date of relationship: 9/19/2023 Number of hours devoted: 8 hours Monthly Number of hours devoted during trading hours: 0 Duties: Liaison for donors when they need to access the Emergency Department I*: 2498309 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Ocean City, NJ 08226 Investment Related: No Position, Title, Association: Sole Owner Employee Start Date: 06/21/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Owner of rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-02 |
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