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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-05 |
| NJ | RA | APPROVED | 2018-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 02/2018 | Present |
| Bny Mellon | Wilmington | DE | 04/2004 | 01/2018 |
| Bank Of America, N.A. | Mount Laurel | NJ | 05/2018 | Present |
I*902275 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Naples, Florida, 34109 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/29/2022 Number of hours devoted: 3 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-21 |
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