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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| HI | RA | APPROVED | 2021-01-13 |
| NJ | RA | APPROVED | 2008-03-24 |
| TX | RA | APPROVED | 2008-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hopewell | NJ | 10/2007 | Present |
| Bank Of America, N.A. | Hopewell | NJ | 06/2015 | Present |
I*68647 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PALANCING PONY LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: PLAINFIELD NJ 07063, NEW JERSEY 7063 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, OWNER START DATE OF RELATIONSHIP: 1/1/2014 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FASHION ACCESSORIES AND ENTERTAINMENT. I*105805 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FINANCIAL WOMEN'S ASSOCIATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: NEW YORK, NEW YORK 10010 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 6/5/2017 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FWA IS AN ORGANIZATION DEDICATED TO DEVELOPING FUTURE LEADERS. MY RESPONSIBILITY FALLS WITH THE FINANCIAL BACKPACK ADVISORY BOARD WHERE WE MAKE DECISIONS ON THE FINANCIAL LITERACY PROGRAMS WE PROVIDE AND FUNDRAISE FOR THOSE EFFORTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-18 |
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