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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
| NJ | RA | APPROVED | 2024-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Conshohocken | PA | 12/2018 | 07/2021 |
| Tbi Mortgage | Horsham | PA | 10/2017 | 12/2018 |
| Phh Mortgage | Mount Laurel | NJ | 05/2012 | 10/2017 |
| Morgan Stanley Smith Barney Llc | Mount Laurel | NJ | 07/2021 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (Org Id: 7691 | Mount Laurel | NJ | 08/2024 | Present |
| Bank Of America, N.A. | Mount Laurel | NJ | 08/2024 | Present |
I*: 2242260Entity Type: CharitableName of OBA: Leukemia & Lymphoma SocietyAddress: Cranford, NJ 07016Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 03/17/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0Duties: Lead the effort in accelerating new corporate support and driving exposure for the Light The Night event and other fundraising ventures to support the LLS. I*3943268Entity Type: N/AName of OBA: NAWBO SJ Address: Mount Laurel, New JerseyInvestment Related: NoPosition, Title, Association: Board Member Employee Start Date: 07/15/2025Number of Hours: 1, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Networking with local women business owners. Manage membership questions for the chapter. No money goes through the local chapter. Membership dues are strictly handled at the national level. NAWBO National is sponsored by Bank of America. NAWBO SJ is sponsored by other local advisors. I*4309265, Entity Type: Entity Charitable, Name of OBA: Woodford Cedar Run Wildlife Refuge, Address: Medford, New Jersey, 08055, Investment Related: N, Position, Title, Association: Committee,Board Member, Employee Start Date: 05/01/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: Board of Trustee member and finance committee member - consultative only, Non-profit wildlife refuge, wildlife rehabilitation hospital & nature center in the New Jersey Pinelands
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-20 |
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