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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-18 |
| NJ | RA | APPROVED | 2005-04-22 |
| TX | RA | APPROVED_RES | 2004-07-27 |
Branch Locations
301 Tresser Blvd Office Of Cao - Awl Local Markets Organization, Stamford, CT 06901 • United States
101 E Kennedy Blvd, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/1995 | Present |
| Bank Of America, N.A. | Princeton | NJ | 08/2009 | Present |
I*2762292, Entity Type: , Name of OBA: M A L, Address: Bridgewater, New Jersey, 08807, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08/20/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I*2766266, Entity Type: , Name of OBA: M A L, Address: Bridgewater, New Jersey, 08807, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 08/20/2025, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-11 |
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