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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-21 |
| TX | RA | APPROVED | 2015-10-13 |
| NJ | RA | APPROVED | 2014-09-12 |
Branch Locations
845 Alexander Rd, Princeton, NJ 08540 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 04/2014 | Present |
| Bank Of America N.A. | Princeton | NJ | 11/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-24 |
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