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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-31 |
| NJ | RA | APPROVED | 2023-11-21 |
Branch Locations
100 Campus Dr, Florham Park, NJ 07932 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 08/2023 | Present |
| Farm Credit East - Cropgrowers | Lebanon | NJ | 07/2020 | 08/2023 |
| South Carolina Farm Bureau | Cayce | SC | 08/2019 | 07/2020 |
| J & C Farms | Reevesville | SC | 05/2019 | 08/2019 |
| Clemson University | Clemson | SC | 05/2017 | 05/2019 |
| Clemson University | Clemson | SC | 08/2014 | 05/2017 |
| Merrill Lynch | Florham Park | NJ | 05/2018 | 08/2018 |
| River Ridge Farm | Andover | NJ | 05/2017 | 08/2017 |
I*1444262For profit or not for profit: Name of outside business organization: Branchville Cemetery AssociationInvestment related: NAddress of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , I am a trustee for the cemetery, so I help make decisions to run the cemetery. For example, hiring subcontractors. I am NOT the treasurer, nor do I participate in any part of our investments. We have an outside advisor to handle that.I*1895287Entity Type: Entity GovernmentalName of OBA: Sussex County Agricultural Development BoardAddress:Newton, NJInvestment Related:NoPosition, Title, Association:Board MemberStart Date:08/01/2024No Hours: 2 MonthlyNo Hours during trading:0Duties:The Sussex County Agriculture Development Board, SCADB, consists of seven voting members who are appointed by the Board of County Commissioners. The members are drawn from both the agricultural and non-agricultural communities. Their mandate is to encourage and facilitate the preservation and stewardship of Sussex County's farmland as well as to protect responsible commercial farmers by adjudicating Right-to-Farm issues. Thus far, the SCADB has preserved more than 180 farms and over 17,500 acres of farmland. I*3110273 Entity Type: Entity For Profit Name of OBA: Orr's Clothes for Country Living Address: Branchville, New Jersey, 7826 Investment Related: No Position, Title, Association: Employee Employee Start Date: 11/29/2025 Number of Hours: 64, Yearly Number of Hours during trading: 0, Yearly Duties: Retail Sales Inventory Management, Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-18 |
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