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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-20 |
| NJ | RA | APPROVED | 2016-05-20 |
| TX | RA | APPROVED_RES | 2016-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 05/2016 | Present |
| Bank Of America, N.A. | Red Bank | NJ | 07/2016 | Present |
I*10433 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Islamorada, Florida 33036 Nature of business: Position, title, association: , Start date of relationship: 1/23/2021 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
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