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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| NJ | RA | APPROVED | 2020-12-11 |
| TX | RA | APPROVED_RES | 2010-08-04 |
| CT | RA | APPROVED | 2007-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2006 | Present |
| Bank Of America, N.A. | New York | NY | 09/2009 | Present |
I*1950284, Entity Type Entity Charitable, Name of OBA: Somerset Lake & Game Club Address: Far HillsNew Jersey07931 Investment Related: No Position, Title, Association: Treasurer, Board Member Employee Start Date: 10/01/2024 No Hours: 1 weekly No Hours during trading: 0 Duties: The Somerset Lake and Game Club is a social and recreational club in Far Hills, NJ offering a five-week summer camp and activities like swimming, boating, and fishing for member families. I have been asked to serve on the Board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-21 |
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