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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2022-10-31 |
| PA | RA | APPROVED | 2022-10-19 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • 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 | 08/1996 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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