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360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank America, N.A. | Princeton | NJ | 07/2011 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 07/2011 | 07/2023 |
| Bank Of America, N.A. | Princeton | NJ | 08/2011 | 07/2023 |
| Bessemer Trust | New York | NY | 08/2023 | 03/2026 |
| Simon Quick Advisors, Llc | Morristown | NJ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
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