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12 Broad Street, 5Th Floor, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-15 |
| NJ | RA | APPROVED | 2023-09-11 |
| PA | RA | APPROVED | 2023-09-11 |
| CA | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
12 Broad Street, 5Th Floor, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manasquan | NJ | 05/2015 | Present |
| Bank Of America, N.A. | Manasquan | NJ | 07/2015 | Present |
I*126197 For profit or not for profit: Non-Profit Organization Name of outside business organization: EDsnaps Investment related: N Address of business: 808 Columbus Ave, PH 5G, New York, New York 10025 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2019 Number of hours devoted: 10 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Serve on Board of Advisors to assist CEO with strategic planning, represent EDsnaps to stakeholders, ad hoc committee work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-24 |
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