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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-07-06 |
| TX | RA | APPROVED | 2006-03-21 |
| CA | RA | APPROVED | 2000-02-18 |
Branch Locations
51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | San Francisco | CA | 10/1999 | Present |
| Bank Of America, N.A. | Short Hills | NJ | 07/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-15 |
| S66 | Uniform Combined State Law Examination | 2000-02-08 |
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