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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-19 |
| TX | RA | APPROVED_RES | 2014-04-11 |
| NJ | RA | APPROVED | 2003-01-27 |
Branch Locations
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 Inc | Florham Park | NJ | 01/2001 | Present |
| Bank Of America, N.A. | Fort Lee | NJ | 06/2011 | Present |
I*734256 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Southold, New York, 11974 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 2/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-30 |
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