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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| NJ | RA | APPROVED | 2004-03-09 |
Branch Locations
7 Roszel Rd, Princeton, NJ 08540 • United States
75 Rockefeller Plz, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/1993 | Present |
| Bank Of America, N.A. | New York | NY | 07/2011 | Present |
I*74430 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BRAINERD-WESTMINSTER CEMETERY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CRANBURY, NEW JERSEY 08512 POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER START DATE OF RELATIONSHIP: 1/1/2014 NUMBER OF HOURS DEVOTED: 4 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: COMMITTEE OVERSEES THE MAINTENANCE AND CARE OF A CHURCH AFFILIATED CEMETERY. MY ROLE IS TO AID IN THE OVERSIGHT OF FINANCES AND INVESTMENTS. I*74426 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FIRST PRESBYTERIAN CHURCH OF CRANBURY INVESTMENT RELATED: Y ADDRESS OF BUSINESS: CRANBURY, NEW JERSEY 08512 POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2013 NUMBER OF HOURS DEVOTED: 10 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SERVING ELDER (I.E. MEMBER OF BOARD OF TRUSTEES). CHAIR OF STEWARDSHIP & FINANCE COMMITTEE I*93987 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: 101: THE FUND BEGINS HERE INVESTMENT RELATED: N ADDRESS OF BUSINESS:PRINCETON, NEW JERSEY 08540 POSITION, TITLE, ASSOCIATION: DIRECTOR START DATE OF RELATIONSHIP: 5/1/2011 NUMBER OF HOURS DEVOTED: 3 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TO RAISE FUNDS TO BE USED FOR FINANCIAL NEED SCHOLARSHIPS FOR COLLEGE BOUND GRADUATES OF PRINCETON HIGH SCHOOL. I*106726 For profit or not for profit: Non-Profit Organization Name of outside business organization: Cranbury Presbyterian Nursery School Investment related: Y Address of business: Cranbury, New Jersey 08512 Position, title, association: Advisory Board Member Start date of relationship: 6/15/2017 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Oversight of School's investment account. I*74430 For profit or not for profit: Non-Profit Organization Name of outside business organization: Brainerd-Westminster Cemetery Investment related: Y Address of business: Cranbury, New Jersey 08512 Position, title, association: Committee Member Start date of relationship: 1/1/2014 Number of hours devoted: 4 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Committee oversees the maintenance and care of a church affiliated cemetery. My role is to aid in the oversight of finances and investments. I*802275, Entity Type: Charitable, Name of OBA: Presbytery of the Coastlands, Address: Hightstown, New Jersey, 08520, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 04/11/2022, No Hours: 8 Monthly, No Hours during Trading: 0 Duties: Member of Finance Committee, State wide collaborative body comprised of Presbyterian churches to oversee and assist churches. I*4084270 Entity Type: Charitable Name of OBA: Johnsonburg Camp & Retreat Center Address: Johnsonburg, New Jersey, 7825 Investment Related: Yes Position, Title, Association: Committee, Board Member Employee Start Date: 04/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: In 1959, Johnsonburg Camp & Retreat Center was established to provide experiential Christian education in support of the Presbyterian Church in New Jersey. Johnsonburg today continues to be a place set apart that cares for creation, builds community, values diversity, and facilitates personal and spiritual growth. Board Member, Member of Finance Committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-04 |
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