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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-07-30 |
| TX | RA | APPROVED | 2019-07-30 |
Branch Locations
1700 State Route 23, Wayne, NJ 07470 • United States
194 Wood Ave S, Iselin, NJ 08830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Summit | NJ | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Butler | NJ | 07/2019 | Present |
| Bank Of America, N.A. | Butler | NJ | 07/2019 | Present |
LAKE STOCKHOLM HOA, NOT INV. RELATED, STOCKHOLM, NJ. START: 6/15/17, 4 HOURS/MONTH, 0 DURING TRADING, OVERSEE COMMUNITY ACTIVITIES AND MAINTENANCE OF LAKE PROPERTY AND SUBDIVISION.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-20 |
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