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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-23 |
| TX | RA | APPROVED | 2014-08-12 |
| NJ | RA | APPROVED | 2014-07-29 |
Branch Locations
3100 Hingston Ave, Egg Harbor Township, NJ 08234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Egg Harbor Township | NJ | 11/2013 | Present |
| Bank Of America, N.A. | Egg Harbor Township | NJ | 11/2017 | Present |
I*110162 entity Type: Non-Profit Name of outside business organization: Cape May County Special Services Special Education Address of business: Cape May Court House, New Jersey 8210 Position, title, association: Committee Member, Start date of relationship: 1/1/2018Number of hours devoted: 3 hours Quarterly Number of hours devoted during trading hours: 0 Duties: I have been nominated as a member of the board to the special education foundation I*: 886345 Entity Type: Governmental Name of OBA: Board of Education for CMCSSSD & Cape May Tech School District Address: Cape May Court House, NJ Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/27/2022Number of Hours: 12 hrs monthly Number of Hours during trading: 0 Duties: board members vote on finance provided by the county funding, policy, curriculum, personal & administrative each month. The school district is funded by school districts within the county and a tax levy. I*4584287 Entity Type: Rental property Name of OBA: Rental Property - 18-May-26 - 1 Address: Wildwood Crest, New Jersey, 8260 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 05/18/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0 Duties: Sole owner/rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-28 |
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