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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-06 |
| NJ | RA | APPROVED | 2018-09-18 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
Edison, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | East Brunswick | NJ | 09/2015 | 02/2018 |
| Pnc Investments Llc | East Brunswick | NJ | 09/2015 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Iselin | NJ | 02/2018 | Present |
| Bank Of America, N.A. | Iselin | NJ | 07/2018 | Present |
I*4321265, Entity Type: Entity For Profit, Name of OBA: 5 Power Line Dr LLC, Address: Mountain Home, Arkansas, 72653, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 03/17/2026, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: Managing Member of the LLC; however, all day to day operations and responsibilities are handled by a third party property management company. The LLC was established specifically for the rental property, with the purpose of holding and managing the rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-23 |
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