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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-28 |
| NJ | RA | APPROVED | 2004-10-07 |
| TX | RA | APPROVED | 2004-10-07 |
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 | 06/2004 | Present |
| Bank Of America, Na | Media | PA | 09/2009 | Present |
I*: 2413263Entity Type: CharitableName of OBA: The Benchmark SchoolAddress: Media, PA 19063Investment Related: NoPosition, Title, Association: Committee member Employee Start Date: 5/7/2025Number of Hours: 12 hrs annuallyNumber of Hours during trading: 0 Duties: Member of the finance committee at my son's school. Benchmark is a private school that specializes in students with learning differences (ADHD and dyslexia). We discuss the school budget, insurance, benefits, and endowment. I have no direct relationship with the 403b or endowment, nor do i control any expenses or are a fiduciary. We do not have any decision making abilities. We provide our opinion on the school's financial matters which is then relayed to the board of directors. I*4654291 Entity Type: N/A Name of OBA: J and N K Address: naples, Florida, 34108 Investment Related: No Position, Title, Association: Executor Employee Start Date: 06/30/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Nephew
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-06 |
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