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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-18 |
| NJ | RA | APPROVED | 2021-03-04 |
Branch Locations
11333 Mccormick Rd Ci Relationship Management, Hunt Valley, MD 21031 • United States
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Bridgewater | NJ | 03/2018 | 01/2021 |
| Celgene | Summit | NJ | 03/2017 | 07/2017 |
| Pharmedium | Dayton | NJ | 08/2016 | 01/2017 |
| Not Employed | Bridgewater | NJ | 08/2017 | 03/2018 |
| Bankers Life Securities | Bridgewater | NJ | 05/2019 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2021 | Present |
| Bank Of America N.A. | Pennington | NJ | 02/2021 | Present |
| Bankers Life Advisory Services, Inc | Bridgewater | NJ | 10/2019 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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