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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-22 |
| NJ | RA | APPROVED | 2025-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manasquan River Golf Club | Brielle | NJ | 01/2015 | 01/2018 |
| Manasquan River Yacht Club | Brielle | NJ | 01/2018 | 01/2021 |
| Bdo | New York City | NY | 06/2022 | 12/2022 |
| Manasquan River Golf Club | Brielle | NJ | 01/2022 | 01/2024 |
| Anchin Block And Anchin | New York City | NY | 01/2024 | 04/2024 |
| Bankers Life & Casualty, Inc | Bridgewater | NJ | 06/2024 | 06/2025 |
| Bankers Life Securities, Inc | Bridgewater | NJ | 01/2025 | 06/2025 |
| Bankers Life Advisory Services, Inc | Bridgewater | NJ | 03/2025 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 07/2025 | Present |
| Delatell Llc | Newark | DE | 09/2020 | 06/2022 |
| Bank Of America, N.A. | Florham Park | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
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