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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-03 |
| PA | RA | APPROVED | 2020-10-09 |
| TX | RA | APPROVED_RES | 2011-10-28 |
| NJ | RA | APPROVED | 2003-04-10 |
Branch Locations
7 Roszel Rd, Princeton, NJ 08540 • United States
Yardley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Princeton | NJ | 03/1996 | Present |
| Bank Of America,Na | Princeton | NJ | 09/2009 | Present |
I*8520For profit or not for profit: Name of outside business organization: Romero Living TrustInvestment related: Address of business:Naples, Florida 34119Nature of business: ,Position, title, association: , Start date of relationship: 1/8/2019Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0Duties:I*134513For profit or not for profit: For-Profit OrganizationName of outside business organization:LLCInvestment related: NAddress of business:Naples, Florida 34112Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 12/4/2020Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Rental Property I*1868295, Entity Type, Name of OBA: Rental Property 1 Address: Beach Haven New Jersey08008 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/28/2024 No Hours: 10 yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-07 |
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