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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-03-28 |
| NJ | RA | APPROVED | 2004-03-17 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Summit | NJ | 05/1998 | Present |
| Bank Of America, N.A. | Summit | NJ | 06/2011 | Present |
I*87736 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: SEA GIRT, NEW JERSEY 8750 NATURE OF BUSINESS: OTHER,RENTING PROPERTY POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTING MY PROPERTY I*43425 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: HOPE FOR CHILDREN INVESTMENT RELATED: N ADDRESS OF BUSINESS: HOLMDEL, NEW JERSEY 7733 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 6/23/2005 NUMBER OF HOURS DEVOTED: 500 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: FUNDRAISING TO HELP NEEDY CHILDREN INT HE AREA I*584261 For profit or not for profit: Entity For Profit Name of outside business organization: kbher Investment related: N Address of business: holmdel, New Jersey, 07733 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 11/30/2021 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , investment only ...ITS an equipment share company ?.My ownership requires an LLC I*360446 , Entity Type,N/A Name of OBA:Hope for Children Address:Holmdel,New Jersey,07733 Investment Related: NO Position, Title, Association: N/A Employee Start Date: No Hours: N/A No Hours during trading: N/A Duties:Fundraising to help needy children int he area..Also allocate funds occasionally ..not my primary responsibility but occasionally help decide where funds go
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-31 |
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