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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-23 |
| NJ | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Freehold | NJ | 04/2017 | Present |
| Unemployed | Ocean Township | NJ | 08/2016 | 04/2017 |
| Neptune Ale House Llc | Neptune Township | NJ | 10/2017 | 10/2018 |
Name of the other business My parents have a Will in place and named me as the executor Whether the business is investment-relatedNo Address of the other business Asbury Park, NJ Nature of the other businessNot a business Your positionExecutor Title, or relationship with the other businessNone Start date of your relationshipApr 2013 Approximate number of hours/month you devote to the other businessNo hours devoted to this Number of hours you devote to the other business during securities trading hoursnone Briefly describe your duties relating to the other businessMy role is executor of my parent's Will.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
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