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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-05 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Manasquan | NJ | 10/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manasquan | NJ | 10/2009 | Present |
I*4564333 Entity Type: Fiduciary Role Name of OBA: Susan E Cali custodian for Quinn Cali UTMA Address: Brielle, New Jersey, 8730 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Child/Grandchild I*4564334 Entity Type: Fiduciary Role Name of OBA: Susan E Cali custodian for Chase Cali UTMA Address: Brielle, New Jersey, 8730 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-15 |
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