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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-18 |
| TX | RA | APPROVED_RES | 2013-05-24 |
| NJ | RA | APPROVED | 2013-05-23 |
Branch Locations
77 Broad St, Red Bank, NJ 07701 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 05/2013 | Present |
| Bank Of America, N.A. | Red Bank | NJ | 08/2013 | Present |
I*2606307, Entity Type: , Name of OBA: H and I W, Address: Bayville, New Jersey, 08721, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/08/2030, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2606309, Entity Type: , Name of OBA: H and I W, Address: bayville, New Jersey, 08721, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 07/08/2030, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-20 |
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