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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-07 |
| NJ | RA | APPROVED | 2004-02-20 |
Branch Locations
51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 12/1990 | Present |
| Bank Of America,Na | Short Hills | NJ | 12/2009 | Present |
I*: 2992264 Entity Type: Fiduciary role Name of OBA: P. E. D. Address: Mays Landing, NJ 08330 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/12/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-01 |
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