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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-23 |
| NJ | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 04/2006 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lawrenceville | NJ | 08/2025 | Present |
| Mershon Concrete Llc | Bordentown | NJ | 06/2022 | 06/2025 |
| Bank Of America, N.A | Lawrenceville | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
| S66 | Uniform Combined State Law Examination | 2001-10-22 |
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