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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-09-26 |
| NJ | RA | APPROVED | 2011-07-07 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
Colts Neck, NJ • United States
1 disclosure category 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 | Bridgewater | NJ | 05/2011 | Present |
| Bank Of America, N.A. | Bridgewater | NJ | 06/2011 | Present |
I*4286273 Entity Type: For Profit Name of OBA: D.S Family Holdings LLC Address: Charleston, South Carolina, 29406 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: D.S Family Holdings LLC will be used to own a vacation/rental property. The LLC ownership consists of myself, my brother, and my parents. Expected responsibilities include maintaining the property and paying bills associated with the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
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