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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 2005-10-21
TX RA APPROVED 2005-10-21
  • NJ RA
    APPROVED
    Since 2005-10-21
  • TX RA
    APPROVED
    Since 2005-10-21

Branch Locations

100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States

Bridgewater, NJ • 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 Bridgewater NJ 08/2005 Present
Bank Of America, N.A. Bridgewater NJ 08/2011 Present
Other Businesses

I*1269293 Entity Type: Rental Property Name of outside business organization: Rental Property 2 Investment related: No Address of business: New Jersey Nature of business: Rental Property Position, title, association: Sole owner, Start date of relationship: 7/1/2023 Number of hours devoted: 3 hours Yearly Number of hours devoted during trading hours: 0 Duties: Owner of rental property I*365376 Entity Type: Charitable Name of OBA: S. and S. B. Jewish Community Center Address: Bridgewater, New Jersey, 08807Investment Related: No Position, Title, Association: Committee Employee Start Date: 12/07/2012No Hours: 5No Hours during trading: 0 Duties: Assisting with helping raise money to soley benefit the Jewish community center. I*2162275 Entity Type: For Profit Name of OBA: ML LLC Address: Vermont Investment Related: No Position, Title, Association: Officer, General Partner/Managing Member, Employee State Date: 02/03/2025, No Hours: 20 Monthly, No Hours during Trading: 0 Monthly, Duties: LLC is a investment property Ski house in Vermont only I*2605266, Entity Type: , Name of OBA: MLPF& S CUST FBO C G DCSD IRA FBO B L C , Address: Bridgewater, New Jersey, 08807, Investment Related: N, Position, Title, Association: Administrator, Employee State Date: 07/08/2025, No Hours: 4 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-19
  • S66 Uniform Combined State Law Examination
    2005-10-19
Other Names
  • Joshua Philip Cohen

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