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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-20 |
| NJ | RA | APPROVED | 2017-12-14 |
Branch Locations
155 Village Boulevard Suite A, Princeton, NJ 08540 • United States
Ewing, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Hillsborough | NJ | 03/2012 | 12/2017 |
| Bank Of America N.A | Hillsborough | NJ | 03/2012 | 12/2017 |
| Tiaa | Princeton | NJ | 12/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Princeton | NJ | 12/2017 | Present |
S&J GTM LEGACY PROPERTIES GROUP LLC POSITION: Landlord NATURE: Rental property - 213 Greenland Ave Ewing NJ 08638 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2026 ADDRESS: Home Address, Ewing NJ 08638, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-24 |
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