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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| NJ | RA | APPROVED | 2004-03-17 |
| TX | RA | APPROVED_RES | 1999-12-08 |
Branch Locations
Shrewsbury, NJ • United States
225 Liberty St Pbig - New York, New York, NY 10281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/1998 | Present |
| Bank Of America, N.A. | New York | NY | 06/2011 | Present |
I*451960 For profit or not for profit: Entity Charitable Name of outside business organization: Foundation for Shrewsbury Education Investment related: N Address of business: Shrewsbury, New Jersey, 07702, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Officer"], Start date of relationship: 10/4/2023 Number of hours devoted: 50 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Our Purpose is to support and enhance the educational and technological needs of the students and teachers of the Shrewsbury Boro School. The Foundation purchases technologies for use by students and teachers in grades K-8. I was recently appointed President of the Foundation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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