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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| NJ | RA | APPROVED | 2023-01-20 |
Branch Locations
2200 Fletcher Ave, Fort Lee, NJ 07024 • United States
51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Great Neck | NY | 04/2015 | 01/2023 |
| World Financial Group, Inc. | Great Neck | NY | 11/2014 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lee | NJ | 01/2023 | Present |
| Bank Of America, N.A. | Fort Lee | NJ | 02/2023 | Present |
I*2227309, Entity Type: , Name of OBA: Rental Property 1, Address: Watchung, New Jersey, 07069, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 08/01/2024, No Hours: 40 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2229260, Entity Type: , Name of OBA: Rental Property 2, Address: Summit, New Jersey, 07901, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 02/01/2025, No Hours: 20 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-05 |
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