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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-03 |
| NJ | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Pompton Lakes | NJ | 09/2016 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Pompton Lakes | NJ | 11/2019 | 10/2021 |
| Sussex Bank | Newton | NJ | 05/2016 | 09/2016 |
| J.P. Morgan Securities Llc | Sparta | NJ | 11/2021 | Present |
| Jpmorgan Chase Bank, N.A. | Sparta | NJ | 11/2021 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | NJ | 08/2022 | Present |
| Bank Of America, N.A. | Wayne | NJ | 10/2022 | Present |
EXECUTRIX FOR MOTHER'S ESTATE; START DATE 11/19/2018I*1926410, Entity Type, Fiduciary, Name of OBA: Estate of B.H.S. Address: Investment Related: Sparta, NJ, 07871, Position, Title, Association: Executor, Employee Start Date: 07/24/2024, No Hours: 2hrs/Weekly, No Hours during trading: 0, Duties: Fiduciary role with a non-immediate family member. I*3212266Entity Type: CharitableName of OBA: SCARC FoundationAddress: Augusta, NJ 07822Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 12/01/2025Number of Hours: 60, YearlyNumber of Hours during trading: 0Duties: To raise funds for SCARC Inc. and SCARC Guardianship Services Inc. programs to improve the lives of persons with developmental disabilities through maximizing annual fundraising and increasing the endowment fund to ensure the long-term viability of SCARC. Attend SCARC Foundation events. Make a gift to the annual appeal. Give or get $1,500 (includes corporate/foundation donations, walk/event donations, persona gifts and in-kind donations. I*4558271, Entity Type: Entity Charitable, Name of OBA: Sussex County YMCA, Address: Hamburg, New Jersey, 07419, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 07/01/2026, No Hours: 1.5 Monthly, No Hours during Trading: 0 Monthly, Duties: Serve as a board member to help support and share the mission of the YMCA throughout the Sussex County community. Nonprofit organization committed to strengthening community through youth development, healthy living, and social responsibility. I*4852289 Entity Type: Governmental Name of OBA: Sussex County Community College Alumni Board Address: Newton, New Jersey, 7860 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/24/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Aim to enhance connections among alumni, the community, Sussex County, while fostering a sense of fellowship and service among its members to support the mission and educational objectives of Sussex County Community College. Attend board meetings. Assist with planning and promoting events. Assist with expanding the alumni actively engaged with the association. Demonstrate to current students the professional success that has come since attending SCCC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
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