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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-21 |
| NJ | RA | APPROVED | 2021-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Park Ridge | NJ | 10/2012 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Montvale | NJ | 01/2021 | Present |
| Bank Of America, N.A. | Montvale | NJ | 03/2021 | Present |
I*10520 Entity Type: Rental Property Name of outside business organization: Personal Rental Property Investment related: No Address of business: Ringwood, New Jersey 07456 Position, title, association: Co-owner with other family members Start date of relationship: 7/31/2018 Number of hours devoted: 1 hr Number of hours devoted during trading hours: 0 Duties: Co-owner with other family members/ Rental Property I*4472266 Entity Type: Fiduciary role Name of OBA: M. A B. TTEE K. B. TTEE U/A DTD 12/20/2019 Address: Ringwood, New Jersey, 7456 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 04/21/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Co-Trustee/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-11 |
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