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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED_RES | 2013-11-05 |
| NJ | RA | APPROVED | 2007-12-21 |
Branch Locations
2200 Fletcher Ave, Fort Lee, NJ 07024 • United States
Watermill, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lee | NJ | 09/2007 | Present |
| Bank Of America, N.A. | Fort Lee | NJ | 06/2011 | Present |
I*130430 For profit or not for profit: Non-Profit Organization Name of outside business organization: Kaplen JCC on the Palisades Investment related: N Address of business: Tenafly, New Jersey 07670 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 5/1/2020 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Board Memberg
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-19 |
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