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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-03 |
| AL | RA | APPROVED | 2025-12-02 |
| VT | RA | APPROVED | 2025-12-02 |
| NJ | RA | APPROVED | 2023-03-15 |
| PA | RA | APPROVED | 2018-06-28 |
Branch Locations
155 Village Boulevard Suite A, Princeton, NJ 08540 • United States
Newtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2011 | 02/2017 |
| Bank Of America, N.A. | Pennington | NJ | 02/2011 | 02/2017 |
| Morgan Stanley | Blue Bell | PA | 02/2017 | 06/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 06/2018 |
| Tiaa | Princeton | NJ | 06/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Princeton | NJ | 06/2018 | Present |
TYLER WALK HOA POSITION: Board Member NATURE: Neighborhood HOA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 375 Parkview Way, Newtown PA 18940, United States DESCRIPTION: As a board member for the Tyler Walk HOA, I will collaborate with fellow board members to help oversee neighborhood operations, community initiatives, and resident concerns. Responsibilities may include attending periodic meetings, reviewing community matters, and organizing events within the neighborhood to help promote community. This is a volunteer role focused on helping maintain and improve the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-27 |
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