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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| NJ | RA | APPROVED | 2004-03-09 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Pennington | NJ | 12/2001 | Present |
I*: 2427271 Entity Type: Charitable Name of OBA: Friendly Sons of Saint Patrick Address: Spring Lake, NJ 07762 Investment Related: No Position, Title, Association: Board member Employee Start Date: 5/1/2025 Number of Hours: 3 hrs mthly Number of Hours during trading: 0 Duties: Vote on charities and events to participate in
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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