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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-15 |
| NJ | RA | APPROVED | 2010-08-11 |
Branch Locations
77 Broad St, Red Bank, NJ 07701 • United States
Seaside Park, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Red Bank | NJ | 08/2010 | Present |
| Bank Of America,Na | Red Bank | NJ | 09/2010 | Present |
I*4524270Entity Type: Fiduciary roleName of OBA: Yvonne HirschAddress: LIncroft, New Jersey, 7738Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 06/29/2025Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Executor/Child/Grandchild I*4520273 Entity Type: N/A Name of OBA: Estate of Y H Address: LIncroft, New Jersey, 7738 Investment Related: No Position, Title, Association: N/A Employee Start Date: 03/04/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Prior to Yvonne's passing, her boyfriend R R passed. In his will, he left 100k for Y. She passed prior to receiving the 100k, so her Estate eventually received all 100k. My brother and I are Co-Executors and 50/50 beneficiaries of her estate Executor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-04 |
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