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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-20 |
| TX | RA | APPROVED | 2021-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2018 | 07/2019 |
| The Brothers Moon | Hopewell | NJ | 08/2016 | 09/2018 |
| Charles Schwab & Co., Inc. | Princeton | NJ | 07/2019 | 05/2021 |
| Charles Schwab Bank | Princeton | NJ | 07/2019 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-31 |
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