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Dalit Goldwert

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

Boca Raton, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-30
FL RA APPROVED 2021-04-30
NJ RA APPROVED 2004-04-15
  • TX RA
    APPROVED_RES
    Since 2021-07-30
  • FL RA
    APPROVED
    Since 2021-04-30
  • NJ RA
    APPROVED
    Since 2004-04-15

Branch Locations

77 Broad St, Red Bank, NJ 07701 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Inc. Red Bank NJ 08/2001 Present
Bank Of America, Na Red Bank NJ 09/2009 Present
  • 08/2001 → Present
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Red Bank, NJ
  • 09/2009 → Present
    Bank Of America, Na
    Red Bank, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-31
  • S66 Uniform Combined State Law Examination
    2002-01-31

View on SEC IAPD

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