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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-13 |
| NJ | RA | APPROVED | 2022-10-11 |
Branch Locations
100 Campus Dr, Florham Park, NJ 07932 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 09/2022 | Present |
| Lcm Asset Management | New York | NY | 03/2014 | 06/2022 |
| Bank Of America, N.A. | Florham Park | NJ | 11/2022 | Present |
I*1550269 For profit or not for profit: Entity Charitable Name of outside business organization: Nourish NJ Investment related: N Address of business: Morristown, New Jersey, 07960, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Other"], Start date of relationship: 10/30/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 1 I*2232262, Entity Type: , Name of OBA: N K Trust, Address: New Rochelle, New York, 10804-7305, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 10-Mar-2023, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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