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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-16 |
| NJ | RA | APPROVED | 2008-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 01/2008 | Present |
I*71591 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ADMINISTRATOR OF ESTATE INVESTMENT RELATED: N ADDRESS OF BUSINESS: BERKELEY HEIGHTS NJ 07922 NATURE OF BUSINESS: FAMILY BUSINESS POSITION, TITLE, ASSOCIATION: ADMINISTRATOR OF ESTATE ACCT START DATE OF RELATIONSHIP: 9/16/2013 NUMBER OF HOURS DEVOTED: 1 ANNUALLY HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADMINISTRATOR OF ESTATE. I*2048274, Entity Type Fiduciary, Name of OBA: LD Address: Berkeley Heights, New Jersey, 07922 Investment Related: Yes Position, Title, Association: Power of Attorney Employee Start Date: 14-Oct-2024 No Hours: 1 yearly No Hours during trading: 1 yearly Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-23 |
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