Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-04
NJ RA APPROVED 2022-10-04
  • TX RA
    APPROVED
    Since 2022-11-04
  • NJ RA
    APPROVED
    Since 2022-10-04

Branch Locations

1700 State Route 23, Wayne, NJ 07470 • 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
Morgan Stanley Paramus NJ 08/2018 10/2019
Meditab Mt. Laurel NJ 06/2016 07/2017
Nexmedical Rutgers NJ 07/2017 12/2017
Unemployed Franklin Lakes NJ 01/2018 07/2018
Morgan Stanley Private Bank, N.A. New York NY 08/2018 10/2021
Valley Bank Hillsdale NJ 01/2020 12/2020
Oasis Paterson NJ 06/2016 07/2017
Jp Morgan Chase Bank New York NY 12/2020 07/2022
Jp Morgan Securities Llc New York NY 12/2020 Present
Unemployed Franklin Lakes NJ 10/2019 12/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Floprham Park NJ 07/2022 Present
Bank Of America, N.A. Florham Park NJ 10/2022 Present
  • 08/2018 → 10/2019
    Paramus, NJ
  • 06/2016 → 07/2017
    Meditab
    Mt. Laurel, NJ
  • 07/2017 → 12/2017
    Nexmedical
    Rutgers, NJ
  • 01/2018 → 07/2018
    Unemployed
    Franklin Lakes, NJ
  • 08/2018 → 10/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 01/2020 → 12/2020
    Valley Bank
    Hillsdale, NJ
  • 06/2016 → 07/2017
    Oasis
    Paterson, NJ
  • 12/2020 → 07/2022
    Jp Morgan Chase Bank
    New York, NY
  • 12/2020 → Present
    New York, NY
  • 10/2019 → 12/2019
    Unemployed
    Franklin Lakes, NJ
  • 07/2022 → Present
    Floprham Park, NJ
  • 10/2022 → Present
    Bank Of America, N.A.
    Florham Park, NJ
Previous Registrations
Other Businesses

Name of Business: Rental property Address: 335 Sherwood Drive Paramus NJ 07652 Business is not investment related Nature of business: Real estate Title: Landlord Start date: April 2018 Number of hours per month: less than 1 hour Number of hours during trading hours: Zero Duties: Landlord

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-15
  • S66 Uniform Combined State Law Examination
    2018-12-15
Other Names
  • George M Zaki

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wayne, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor