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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-15 |
| CA | RA | APPROVED | 2023-11-15 |
Branch Locations
520 Newport Center Dr, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2018 | 02/2021 |
| Perfect Bar Llc | San Diego | CA | 09/2017 | 05/2018 |
| American Income Life | Edison | NJ | 05/2017 | 09/2017 |
| Discount Auto Exchange | Ewing | NJ | 06/2016 | 05/2017 |
| Harrahs Casino | Chester | PA | 06/2016 | 09/2016 |
| P.J. Robb Variable Corp. | Irvine | CA | 03/2021 | 01/2023 |
| Crump Life Insurance Services | Harrisburg | PA | 03/2021 | 01/2023 |
| Triton Pacific Securities | Dana Point | CA | 01/2023 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 10/2023 | Present |
| Capella University | Minneapolis | MN | 12/2020 | 09/2022 |
| Bucks County Community College | Newtown | PA | 09/2009 | 12/2017 |
| Bank Of America, N.A. | Newport Beach | CA | 11/2023 | Present |
I*3257267, Entity Type: , Name of OBA: Jewish Federation of Orange County, Address: Irvine, California, 92603, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/01/2026, No Hours: 12 Yearly, No Hours during Trading: 0 Yearly, Duties: Board Member, Community engagement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-14 |
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