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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-16 |
| TX | RA | APPROVED_RES | 2011-03-23 |
| NJ | RA | APPROVED | 2011-03-22 |
Branch Locations
24200 Magic Mountain Pkwy, Santa Clarita, CA 91355 • United States
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
Morrisville, PA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2011 | Present |
| Bank Of America, N.A. | Pennington | NJ | 01/2011 | Present |
I*1845275, Entity Type: Entity Charitable, Name of OBA: Club 8744, Address: Levittown, PA, 19054, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 06/06/2024. No Hours: 5hrs/Mo, No Hours during trading: 0, Duties: 8744 Clubhouse provides a meeting place for twelve step groups, so that they can safely provide and foster unity, service to the local community and a place for recovery to begin for people in the Lower Bucks County, PA area. This AIM update is being submitted in anticipation of my potentially being nominated and voted onto the Board of Directors of this not-for-profit organization where my responsibilities will be voting on general oversight matters of the building and associated meeting rules as they relate to creating a nurturing and safe environment for attendees. It will also include participation in spiritual, social and fundraising committees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-10 |
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