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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-11-07 |
| TX | RA | APPROVED | 2018-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Lakewood | NJ | 04/2014 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toms River | NJ | 11/2018 | Present |
| Bank Of America, N.A. | Toms River | NJ | 12/2018 | Present |
I*1753272, Entity Type:Entity For Profit, Name of OBA:269 john street holdings llc Address:lakewood, NJ 08701 Investment Related: No, Position, Title, Association: General Partner/Managing MemberEmployee Start Date:11/20/2019 No Hours: No Hours during trading: Duties:entity formed to purchase property for synagogue.I*2029309, Entity Type, Entity for Profit, Name of OBA: 228 L. S., Address: Lakewood, NJ, 08701, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/01/2024, No Hours: 0, No Hours during trading: 0, Duties: LLC opened to purchase a home. I*4655269 Entity Type: Entity For Profit Name of OBA: KAPCO 100 LLC Address: lakewood, New Jersey, 08701 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/03/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: to be used as a brokerage account regular brokerage activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-15 |
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