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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-30 |
| NJ | RA | APPROVED | 2020-01-13 |
Branch Locations
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 | Pennsauken | NJ | 08/2019 | Present |
| Bank Of America, N.A. | Pennsauken | NJ | 08/2019 | Present |
| Freedom Mortgage | Mt. Laurel | NJ | 05/2017 | 08/2019 |
| Financial Education Services | Farmington | MI | 02/2017 | 02/2018 |
| Macys Merchandising Group | New York | NY | 01/2016 | 01/2017 |
I*135688For profit or not for profit: For-Profit OrganizationName of outside business organization: CEO EssentialsInvestment related: NAddress of business: Mt. Laurel, New Jersey 08054Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 2/28/2021Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: E-Commerce Sales of t-shirts, mugs, hoodies, etc.I*1484257For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Sicklerville, New Jersey, 08081Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/30/2023Number of hours devoted: 4 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: I*2029273, Entity Type, Entity for Profit, Name of OBA: Zen Beauty Suites, Address: Mount Holly, NJ, 08060, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 10/07/2024, No Hours: 4hrs/Weekly, No Hours during trading: 0, Duties: Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
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