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163 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-19 |
| IL | RA | APPROVED | 2026-03-09 |
| SC | RA | APPROVED | 2026-03-03 |
| MI | RA | APPROVED | 2026-02-25 |
| NH | RA | APPROVED | 2026-02-25 |
| NM | RA | APPROVED | 2026-02-25 |
| NC | RA | APPROVED | 2026-02-25 |
| CA | RA | APPROVED | 2026-02-24 |
| CO | RA | APPROVED | 2026-02-24 |
| CT | RA | APPROVED | 2026-02-24 |
| NY | RA | APPROVED | 2026-02-24 |
| PA | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2026-02-24 |
| WI | RA | APPROVED | 2026-02-24 |
| MD | RA | APPROVED | 2026-02-23 |
| OH | RA | APPROVED | 2026-02-23 |
| VT | RA | APPROVED | 2026-02-23 |
| VA | RA | APPROVED | 2026-02-23 |
| NJ | RA | APPROVED | 2024-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Trust Bank | New York | NY | 11/2018 | 11/2018 |
| Sun Trust Investment Services, Inc | Atlanta | GA | 11/2018 | 11/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 11/2018 | 11/2018 |
| Truist Bank | New York | NY | 11/2018 | 09/2021 |
| Chilton Trust Company | New York | NY | 09/2021 | 09/2023 |
| Beacon Trust Company | Morristown | NJ | 12/2023 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 10/2009 | 11/2018 |
| Bank Of America, N.A. | Morristown | NJ | 10/2004 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
| S66 | Uniform Combined State Law Examination | 2005-10-13 |
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