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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-01-15 |
| TX | RA | APPROVED | 2010-01-15 |
Branch Locations
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • United States
100 Federal St Retirement & Personal Wealth Solutions, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Pennington | NJ | 05/2000 | Present |
I*2014273, Entity Type Entity Charitable, Name of OBA: Bolton Youth Soccer Association Address: BoltonMassachusetts01740 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/19/2024No Hours: 1 monthly No Hours during trading: 0 Duties: Board member / age coordinator As age coordinator I'm responsible to ensure the athletes in grades 7 & 8 are appropriately assigned to teams. As a board member, responsibilities include upholding the rules of BYSA, Voting on BYSA matters such as the need for equipment replacement, events, operating needs etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-20 |
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