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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-01 |
| PA | RA | APPROVED | 2020-09-09 |
| NJ | RA | APPROVED | 2019-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2016 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manasquan | NJ | 05/2018 | Present |
| Lincoln Financial Group | Philadelphia | PA | 04/2017 | 03/2018 |
| Bank Of America, N.A. | Manasquan | NJ | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-13 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
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