Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-03-15
NJ RA APPROVED 2009-10-23
  • TX RA
    APPROVED_RES
    Since 2010-03-15
  • NJ RA
    APPROVED
    Since 2009-10-23

Branch Locations

2504 Highway 35, Manasquan, NJ 08736 • United States

Allenhurst, NJ • 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 Incorporated Point Pleasant NJ 10/2009 Present
Bank Of America, N.A. Manasquan NJ 06/2011 Present
Previous Registrations
  • 2008-05-30 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Point Pleasant, NJ
    Sea Girt, NJ
    Allenhurst, NJ
  • 2005-02-25 → 2008-06-05
    Mount Laurel, NJ
    Cherry Hill, NJ
Other Businesses

I*13164 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JTSD CONSULTING LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: TINTON FALLS, NEW JERSEY 7753 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: CONSULTANT, START DATE OF RELATIONSHIP: 5/7/2009 NUMBER OF HOURS DEVOTED: 15 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WILL BE TEACHING BASEBALL LESSONS TO CHILDREN AND ADVISING IN DESIGNING BASEBALL COACHING LESSONS. IN ADDITION, I WILL DESIGN THLETIC INFORMS, AND GOODS I*: 2102275 Entity Type: Entity For Profit Name of OBA: Melody Moment Address: Wellington, FL 33414 Investment Related: No Position, Title, Association: Officer, Owner Employee Start Date: 12/01/2024 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Create Music Content for Family Events

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-08
S63 Uniform Securities Agent State Law Examination 1996-11-07
  • S65 Uniform Investment Adviser Law Examination
    1997-09-08
  • S63 Uniform Securities Agent State Law Examination
    1996-11-07
Other Names
  • Brad Eric Dobin

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Manasquan, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor