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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-12-22 |
Branch Locations
525 Washington Blvd Investment Solutions Group, Jersey City, NJ 07310 • United States
Allendale, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch,Pierce, Fenner & Smith Incorporate | New York | NY | 03/2005 | Present |
I*, 1741275 Entity Type,Charitable Name of OBA:Home and School Association - Northern Highlands Regional HS Address:Allendale,NJ,07401 Investment Related: NO Position, Title, Association:COMMITTEE Employee Start Date: 05/01/2024 No Hours: MONTHLY No Hours during trading: Duties:The Membership Chair position entails receiving emails/mail each time someone joins HASA. You respond by email and track on a spreadsheet who has paid. Any membership forms and checks that come in the mail are given to the treasurer. Attendance at the HASA monthly zooms to announce the memberships that have come in is appreciated, but not necessary
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-22 |
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