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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-06-20 |
Branch Locations
170 Broad St, Red Bank, NJ 07701 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Red Bank | NJ | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Red Bank | NJ | 11/2016 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 05/2019 | Present |
| Bank Of America, N.A. | Princeton | NJ | 05/2019 | Present |
I*2197273, Entity Type: , Name of OBA: C E, E Family Trust, Address: Holmdel, New Jersey, 07733, Investment Related: N, Position, Title, Association: , Employee State Date: 11-Feb-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2199419, Entity Type: , Name of OBA: E Family Trust, Address: Holmdel, New Jersey, 07733, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 06-Feb-2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2199417, Entity Type: , Name of OBA: Estate of C E, Address: Holmdel , New Jersey, 07733, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 06-Feb-2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2199418, Entity Type: , Name of OBA: C E, Address: Holmdel, New Jersey, 07733, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06-Feb-2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-02 |
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