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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-05-27 |
| NJ | RA | APPROVED | 2008-09-15 |
Branch Locations
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 | Princeton | NJ | 05/2008 | Present |
| Bank Of America, Na | Princeton | NJ | 09/2009 | Present |
I*548237 For profit or not for profit: Entity Charitable Name of outside business organization: kent family gift fund Investment related: N Address of business: east brunswick, New Jersey, 08816 Nature of business: ["Charitable Organization"] Position, title, association: ["Owner"], Start date of relationship: 6/1/2018 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , charitable gifts General Notes: the fund is a DAF held at Merrill. Lisa and I fund the account. we donate to a variety of authorized charities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-03 |
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