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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| NJ | RA | APPROVED | 2026-01-06 |
Branch Locations
2 Middletown Lincroft Rd, Lincroft, NJ 07738 • United States
691 Shrewsbury Ave, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporate | Marlboro | NJ | 12/2018 | Present |
| Wells Fargo Bank N.A | Hoboken | NJ | 09/2012 | 12/2018 |
| Ocean County College | Toms River | NJ | 09/2009 | 05/2024 |
| Bank Of America, N.A. | Marlboro | NJ | 11/2025 | Present |
I*: 2974268 Entity Type: Rental Property Name: Rental property 1 Investment-related: No Address: Toms River NJ 08753 Title, or relationship with the other business: Property Owner Start date of your relationship: 3/1/2024 Approximate number of hours/month you devote to the other business: 1 hr mthly Number of hours you devote to the other business during securities trading hours: 0 Duties: Property management, collecting rent etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-05 |
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