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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-29 |
| TX | RA | APPROVED | 2009-02-19 |
| NJ | RA | APPROVED | 2007-05-07 |
Branch Locations
1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • United States
1100-1800 American Blvd, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2003 | Present |
I*1041302 For profit or not for profit: Entity For Profit Name of outside business organization: Philadelphia Eagles, LLC Investment related: N Address of business: Philadelphia, Pennsylvania, 18901 Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 11/13/2022 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Vendor Sales at Sunday home games for the Philadelphia Eagles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
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