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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-07-22 |
| NJ | RA | APPROVED | 2003-02-26 |
Branch Locations
1200 Howard Blvd, Mount Laurel, NJ 08054 • United States
25 Burlington Mall Rd Workplace Benefits, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2002 | Present |
I*, Entity Type Fiduciary Role, Name of OBA: MLPF& S CUST FPO MR W E T RRA FBO MR W E T Address: Moorestown, New Jersey, 08057 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 06/27/2024 No Hours: 0 No Hours during trading: 0 Duties: Power of Attorney
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-20 |
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