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525 Washington Blvd., Jersey City, NJ 07310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-08-30 |
Branch Locations
525 Washington Blvd , Jersey City,, NJ 07310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2014 | 02/2017 |
| Managed Account Advisors Llc | Jersey City | NJ | 02/2017 | Present |
I*108368 For profit or not for profit: For-Profit Organization Name of outside business organization: Lyft Investment related: N Address of business: San Francisco, California 94107 Nature of business: Corporation, Position, title, association: Part-Time, Start date of relationship: 8/31/2017 Number of hours devoted: 12 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Pick up customers and drop them off to their location I*, Entity Type For Profit, Name of OBA: Famous Daves Address: Mountainside NJ 07092 Investment Related: No Position, Title, Association: Server Employee Start Date: 12/01/2022 No Hours: 10-15 weekly No Hours during trading: 0 Duties: Food runner help take out food
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-01 |
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