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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc/Citi Private Bank | New York | NY | 05/2010 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 09/2024 | Present |
I*: 2039290 Entity Type: Entity For Profit Name of OBA: MRE Ventures LLC Address: Madison, NJ, 07940 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/06/2016 No Hours: 2hr/yr No Hours during trading:0 Duties: MRE Ventures LLC is holding vehicle for real estate investments only. MRE Ventures LLC currently owns investment real estate in NJ. I have limited active involvement in the management of the property. I*: 2040274 Entity Type: Entity For Profit Name of OBA: MRE Jupiter Holdings LLC Address: Madison, NJ, 07940 Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/29/2023 No Hours: 1 No Hours during trading: 0 Duties: MRE Jupiter Holdings LLC is a holding vehicle only for my real estate located in Jupiter, Florida. I have very limited active involvement, as the property is only rented out a few times per year I*: 2040276 Entity Type: Entity for Profit Name of OBA: Mindful Sweets LLC Address: Madison, NJ, 07940 Investment Related: No Position, Title, Association: Owner Employee Start Date: 01/03/2024 No Hours: 2hr/yr No Hours during trading: Duties: Mindful Sweets LLC is a holding company for private investments in the consumer natural food sector. As this is a new entity, there are no investments currently held by the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-11 |
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