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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| NJ | RA | APPROVED | 2017-03-23 |
Branch Locations
525 Washington Blvd Investment Solutions Group, Jersey City, NJ 07310 • United States
Plainsboro, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2006 | Present |
| Bank Of America, N.A. | New York | NY | 06/2019 | Present |
I*968242, Name of OBA: Rental Property 1 Address: Long Beach Township, NJ Investment Related: No Position, Title, Association: Co-owner with other family members Position, Title, Association: Co-owner with other family members Employee Start Date: 8/23/2022 No Hours: 50 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-05 |
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