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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-29 |
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 12/2015 | 11/2017 |
| Jpmorgan Securities Llc | New York | NY | 12/2017 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Summit | NJ | 09/2022 | Present |
| Bank Of America N.A. | Summit | NJ | 11/2022 | Present |
I*2219258, Entity Type: Fiduciary role Name of OBA: JB Special Needs Trust, Address: Roseland, NJ, 07068, Investment Related: No, Position, Title, Association: Co-Trustee, Employee State Date: 01-Oct-2024, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-Trustee for son's account
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-15 |
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