Tara L Jakubik

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-10-10
TX	RA	APPROVED	2023-10-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Summit	NJ	09/2015	09/2023
Bank Of America, N.A.	Summit	NJ	09/2015	09/2023
Morgan Stanley	Florham Park	NJ	09/2023	Present

09/2015 → 09/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Summit, NJ
09/2015 → 09/2023

Bank Of America, N.A.

Summit, NJ
09/2023 → Present

Morgan Stanley

Florham Park, NJ

2015-09-17 → 2023-09-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Summit, NJ

Florham Park, NJ
2013-05-15 → 2015-09-15

Morgan Stanley

Short Hills, NJ

Short Hills, NJ

Short Hills, NJ

Short Hills, NJ
2013-01-21 → 2013-05-07

Feldstein, Steven Dba Steven Feldstein & Associates

Basking Ridge, NJ
2010-05-14 → 2012-09-26

Gitterman Wealth Management, Llc

Edison, NJ
2010-05-05 → 2010-05-05

Triad Advisors Llc

Edison, NJ

Woodbridge, NJ
2004-06-30 → 2010-05-05

Voya Financial Partners, Llc

Woodbridge, NJ

Woodbridge, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-06-29

Other Firms