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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2016-07-07
TX RA APPROVED_RES 2016-07-07
  • NJ RA
    APPROVED
    Since 2016-07-07
  • TX RA
    APPROVED_RES
    Since 2016-07-07

Branch Locations

1200 Howard Blvd, Mount Laurel, NJ 08054 • United States

1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 03/2016 Present
Bank Of America, N.A. Pennington NJ 08/2026 Present
Other Businesses

I*106315 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CALLIPHON HOLDINGS LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: LONG BRANCH, NEW JERSEY 7740 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/16/2017 NUMBER OF HOURS DEVOTED: 15 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WE PRIMARILY WILL FOCUS ON RESELLING USED EQUIPMENT, I.E. OLD GENERATORS, TRACTORS, CAR PARTS, ETC., AND ALSO VEHICLES. WE WILL ALSO FOCUS ON TECHNOLOGY AS WELL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-05
  • S66 Uniform Combined State Law Examination
    2016-07-05
Other Names
  • Lawrence M Olivadoti

View on SEC IAPD

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