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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-23 |
| NJ | RA | APPROVED | 2023-07-10 |
| SC | RA | APPROVED | 2017-11-29 |
| GA | RA | APPROVED | 2016-09-21 |
| TX | RA | APPROVED | 2016-09-19 |
Branch Locations
25 N Maple Ave Ci Relationship Management, Ridgewood, NJ 07450 • United States
1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States
Washington Crossing, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Refuge | Bluffton | SC | 07/2009 | 09/2016 |
| Bank Of America, N.A. | Pooler | GA | 09/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pooler | GA | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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