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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-05 |
| TX | RA | APPROVED | 2022-12-14 |
| NJ | RA | APPROVED | 2022-11-16 |
Branch Locations
1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 05/2022 | Present |
| Springdale Golf Club | Princeton | NJ | 03/2016 | 08/2018 |
| University Of South Carolina | Columbia | SC | 08/2018 | 05/2022 |
| Springdale Golf Club | Princeton | NJ | 05/2019 | 08/2019 |
| Springdale Golf Club | Princeton | NJ | 05/2020 | 08/2020 |
| Springdale Golf Club | Princeton | NJ | 05/2021 | 08/2021 |
| Janney Montgomery Scott | Cherry Hill | NJ | 07/2019 | 08/2019 |
| Augusta National Golf Club | Augusta | GA | 04/2021 | 04/2021 |
| Augusta National Golf Club | Augusta | GA | 04/2022 | 04/2022 |
| Quail Hollow Club | Charlotte | NC | 05/2021 | 05/2021 |
| Bank Of America, N.A. | Pennington | NJ | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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