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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED_RES | 2024-10-23 |
Branch Locations
56 W Mount Pleasant Ave, Livingston,, NJ 07039 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 02/2019 | 03/2021 |
| Blue Wellness Experience Llc | Teaneck (Mobile) | NJ | 03/2015 | 01/2019 |
| Liv Unlmtd Llc | Secaucus | NJ | 11/2015 | 02/2018 |
| Massage Envy | Riveredge | NJ | 06/2015 | 11/2016 |
| Bank Of America, N.A. | Florham Park | NJ | 02/2019 | 03/2021 |
| Rbc | Florham Park | NJ | 03/2021 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | NJ | 11/2022 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Livingston | NJ | 10/2024 | Present |
| J.P. Morgan Securities Llc | Livingston | NJ | 10/2024 | Present |
| Bank Of America | Wayne | NJ | 11/2022 | 09/2024 |
| Rbc Capital Markets, Llc | Florham Park | NJ | 03/2021 | 10/2022 |
| Essex County Bd Of Elections | Newark | NJ | 06/2023 | Present |
Entity Name: Essex County Board of Elections Investment related: No "Address: 495 Dr. Martin Luther King Jr Blvd Newark, NJ 07102" Nature of the other business: Election Services Position/Title/Relationship: Employee/Contractor Start Date: 06/06/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Election Board Worker- on 2 days of the year
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
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