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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-09-25 |
| TX | RA | APPROVED_RES | 2017-09-22 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Lawrenceville | NJ | 04/2007 | 09/2017 |
| Morgan Stanley Smith Barney | Lawrenceville | NJ | 06/2009 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/2017 | Present |
| Bank Of America, N.A. | Princeton | NJ | 10/2017 | Present |
I* 30.49269 Entity Type: Name of OBA: Mendham Golf & Tennis Club Address: New Jersey, 7945 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 11/01/2025 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Sustain long term viability of the clubs golf, racquets and dining facilities. As Finance Committee Chair my responsibilities would be to advise the Board on Club finances and organize finance committee meetings. The committee receives profit & loss data from General Manager and Bookkeeper, then formulates options to the Board to achieve long term goals. My role is to advise the Board of our committee members best ideas to achieve Long Term Planning Committee and Boards future goals. Only the GM and Bookkeeper have access to bank accounts. No committee members, including the Finance Committee have any direct access nor influence over bank accounts. There are no investment accounts as the club sustains itself year to year thru monthly dues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-16 |
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