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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-30
NJ RA APPROVED 2004-04-15
  • TX RA
    APPROVED_RES
    Since 2024-04-30
  • NJ RA
    APPROVED
    Since 2004-04-15

Branch Locations

Haddon Heights, NJ • United States

1200 Howard Blvd, Mount Laurel, NJ 08054 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marlotn NJ 10/1997 Present
Bank Of America, N.A. Mount Laurel NJ 09/2009 Present
Other Businesses

I*77684FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: INTL ASSOCIATION OF APPROVED BASKETBALL OFFICIALSINVESTMENT RELATED: NADDRESS OF BUSINESS:HADDON HEIGHTS, NEW JERSEY 8035NATURE OF BUSINESS: COOPERATIVE,POSITION, TITLE, ASSOCIATION: OTHER, REFERREESTART DATE OF RELATIONSHIP: 12/23/2014NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: REFERREE/OFFICIATOR OF HIGH SCHOOL BASKETBALL I*4468268, Entity Type: , Name of OBA: D T L, Address: haddon heights, New Jersey, 08035, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/20/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4468267, Entity Type, Name of OBA: D T L Address: haddon heights New Jersey 08035 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/20/2026 No Hours: 1Yearly No Hours during trading: 0 Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-01-15
  • S66 Uniform Combined State Law Examination
    1998-01-15
Other Names
  • Jason T Lewer

View on SEC IAPD

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