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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-25 |
| TX | RA | APPROVED | 2017-03-16 |
| NJ | RA | APPROVED | 2015-07-10 |
Branch Locations
115 W Century Rd, Paramus, NJ 07652 • United States
Naples, FL • United States
9128 Strada Pl, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 04/2015 | Present |
| Bank Of America, N.A. | Paramus | NJ | 06/2015 | Present |
I*125729 For profit or not for profit: For-Profit Organization Name of outside business organization: Seapointe Village VII Condo Assoc Investment related: N Address of business: Wildwood Crest, New Jersey 08260 Nature of business: Corporation, Position, title, association: Advisory Board Member, Start date of relationship: 8/1/2019 Number of hours devoted: 8 hour(s) Annually Number of hours devoted during trading hours: 2 Duties: Board member of Condo Assoc. Oversee Association's operations and finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-09 |
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