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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-14
NJ RA APPROVED 2023-08-08
  • TX RA
    APPROVED_RES
    Since 2023-11-14
  • NJ RA
    APPROVED
    Since 2023-08-08

Branch Locations

100 Campus Dr, Florham Park, NJ 07932 • 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
Signature Inc. Cherry Hill NJ 06/2016 09/2016
Unemployed Cherry Hill NJ 09/2016 06/2017
Pats Pizzeria Marlton Llc Marlton NJ 06/2017 09/2020
Katz Jcc Camps At Medford Medford NJ 06/2018 09/2018
Turning Point Restaurants Marlton NJ 06/2018 09/2018
Trajectory Marketing And Advertising Morristown NJ 05/2019 09/2019
Life Time Athletic Inc. Florham Park NJ 06/2019 12/2019
Northwestern Mutual Morristown NJ 01/2020 04/2020
Valic Financial Advisors, Inc. Berkeley Heights NJ 12/2020 07/2023
Agia Mt. Laurel NJ 12/2020 08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 07/2023 Present
'JEwish Federation -S New Jersey Medford NJ 06/2017 09/2017
'FAirleigh Dickinson University Hackensack NJ 08/2016 05/2020
'COrebridge Financial Mt. Laurel, NJ 12/2020 07/2023
Bank Of America N.A. Florham Park NJ 09/2023 Present
  • 06/2016 → 09/2016
    Signature Inc.
    Cherry Hill, NJ
  • 09/2016 → 06/2017
    Unemployed
    Cherry Hill, NJ
  • 06/2017 → 09/2020
    Pats Pizzeria Marlton Llc
    Marlton, NJ
  • 06/2018 → 09/2018
    Katz Jcc Camps At Medford
    Medford, NJ
  • 06/2018 → 09/2018
    Turning Point Restaurants
    Marlton, NJ
  • 05/2019 → 09/2019
    Trajectory Marketing And Advertising
    Morristown, NJ
  • 06/2019 → 12/2019
    Life Time Athletic Inc.
    Florham Park, NJ
  • 01/2020 → 04/2020
    Northwestern Mutual
    Morristown, NJ
  • 12/2020 → 07/2023
    Berkeley Heights, NJ
  • 12/2020 → 08/2022
    Agia
    Mt. Laurel, NJ
  • 07/2023 → Present
    Florham Park, NJ
  • 06/2017 → 09/2017
    'JEwish Federation -S New Jersey
    Medford, NJ
  • 08/2016 → 05/2020
    'FAirleigh Dickinson University
    Hackensack, NJ
  • 12/2020 → 07/2023
    'COrebridge Financial
    Mt. Laurel,, NJ
  • 09/2023 → Present
    Bank Of America N.A.
    Florham Park, NJ
Previous Registrations
Other Businesses

I*2930343 Entity Type: School, College or University Name of OBA: FAIRLEIGH DICKINSON UNIVERSITY YOUNG ALUMNI ASSOCIATION Address: TEANECK, New Jersey, 07666 Investment Related: No Position, Title, Association: Board Member, Secretary Employee Start Date: 10/06/2025 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: As a subchapter of the Alumni Association for FDU, the Young Alumni Association focuses on building community for the most recent graduates (15 years or sooner). We host virtual and in-person networking events, take in feedback from recent grads about how to build better experiences for Young Alumni, and communicate regularly between the senior board members of the Alumni Association. As Secretary, my job is to take meeting minute notes, remind other board members of tasks to complete for upcoming events, and bring attention to the board from outside members

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-03
  • S66 Uniform Combined State Law Examination
    2020-12-03

View on SEC IAPD

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