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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
| NJ | RA | APPROVED | 2025-02-06 |
Branch Locations
200 Rt 37E, Toms River, NJ 08753 • United States
711 Lacey Rd, Forked River, NJ 08731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ship Bottom | NJ | 10/2023 | Present |
| Pnc Bank | Barnegat | NJ | 03/2022 | 10/2023 |
| Olive Garden | Manahawkin | NJ | 10/2022 | Present |
| Pet Supplies Plus | Bayville | NJ | 06/2017 | 03/2022 |
| Community Options | Forked River | NJ | 12/2012 | 05/2020 |
| Bank Of America, N.A. | Ship Bottom | NJ | 11/2024 | Present |
I*: 2039268 Name of the other business : OLIVE GARDEN Whether the business is investment-related: NO Address of the other business: MANAHAWKIN, NJ, 08050 Nature of the other business: FOOD SERVICE Your position: SERVER Start date of your relationship: 10/26/2022 Approximate number of hours/month you devote to the other business: 15 hrs weekly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: WAIT TABLES Name of the other business Rental Property Whether the business is investment-related: No Address of the other business: Bloomfield NJ 07003 Nature of the other business: Rental Your position: Owner Title, or relationship with the other business: Landlord Start date of your relationship08/15/2024 Approximate number of hours/month you devote to the other business: 1-2 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Owner of a home that is being rented out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
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