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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-24 |
| PA | RA | APPROVED | 2022-08-04 |
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 | 07/2018 | 04/2019 |
| American Reality Partners | Kendall Park | NJ | 08/2017 | 06/2018 |
| Rowan University | Glassboro | NJ | 09/2016 | 05/2018 |
| Prudential Investment Management Services Llc | Newark | NJ | 04/2019 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 04/2022 | Present |
| Bank Of America, N.A. | Yardley | PA | 07/2022 | Present |
Little League Baseball Umpire Not investment related West Windsor NJ, 08550 Youth Recreational Baseball Umpire 04/2015 12 hours per month April through June only None during securities trading hours I officiate youth recreational baseball games I*2910 For profit or not for profit: Governmental or Public Purpose Entity Name of outside business organization: West Windsor Plainsboro Regional School District Investment related: N Address of business: West Windsor, New Jersey 08550 Nature of business: Public School, Position, title, association: Substitute Teacher, Start date of relationship: 2/14/2019 Number of hours devoted: 40 hour(s) Annually Number of hours devoted during trading hours: 40 Duties: Substitute Teacher 336 Columbus Not investment related West Windsor NJ. 08550 50% ownership Opened LLC 4/2022 2 hours per month No hours during market hours This is an LLC that holds a rental property Big Fire Realty Not investment related West Windsor NJ 08550 Solo ownership Opened 4/2022 2 hours per month None during market hours This is the Holding company that owns 50% of 336 Columbus. I*440842, Entity Type: Entity Charitable, Name of OBA: West Windsor Little League, Address: West Windsor, New Jersey 08550, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 04/06/2015, No Hours: 12, No Hours during trading: 0, Duties: Officiate Youth Baseball games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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