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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-31 |
| NJ | RA | APPROVED | 2020-07-23 |
Branch Locations
2 Tower Center Blvd, East Brunswick, NJ 08816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Brunswick | NJ | 09/2019 | Present |
| Nike | Jackson | NJ | 03/2015 | 09/2018 |
| The Newgrange School Of Princeton | Hamilton | NJ | 06/2018 | 06/2019 |
| Bank Of America, N.A. | East Brunswick | NJ | 01/2026 | Present |
I*4157269, Entity Type: Entity Charitable, Name of OBA: W D Foundation, Address: New Egypt, New Jersey, 08533, Investment Related: N, Position, Title, Association: Treasurer, Board Member, Employee Start Date: 07/01/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I would serve as a board member for the organization. Helping plan the annual golf tournament and I would also serve as the Treasurer. My father passed away from Cancer in 2021. Me, my Mother and My sister would like to start a foundation in his honor. We'd like to host a golf tournament to raise money for the cause. for the proceeds, we'd work with a local hospital to donate the funds to a family who currently has a family member battling cancer. We'd like to setup a 501c3 so we can have the funds go through a non profit. This request is going in before I apply for a 501C3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-16 |
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