Robert Anthony Bezzone

Current Employers

Employment History

• 08/2013 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 10/2013 → 03/2021
  Bank Of America, N.A.
  Florham Park, NJ
• 03/2021 → 07/2026
  Transcend Capital Advisors, Llc
  Madison, NJ
• 03/2021 → Present
  Purshe Kaplan Sterling Investments Inc.
  Albany, NY
• 08/2026 → Present
  Arax Advisory Partners
  Madison, NJ
• 03/2021 → Present
  Transcend Capital Insurance Services
  Madison, NJ

Previous Registrations

• 2013-08-23 → 2021-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 2005-01-21 → 2013-08-27
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
  Warren, NJ
  Warren, NJ
• 2002-10-18 → 2005-01-25
  Citigroup Global Markets Inc.
  Florham Park, NJ

Other Businesses

1) Purshe Kaplan Sterling Investments Inc., Investment-Related; 7 Giralda Farms, Suite 300, Madison, NJ 07940; Registered Representative; started 03/2021; 5 hours per month all during trading hours; recommending commissionable transactions. 2) Sisters of Christian Charity; Non-Investment Related; 350 Bernardsville Road, Mendham, NJ 07940; Religious Charity; Title- Committee Member; Start- 1/15/2018; 1 Hr/Mth; 0 During Trading Hours; Committee Member 3) St. Paul - Inside The Walls; Non-Investment Related; 205 Madison Ave, Madison, NJ 07940; Religious Charity; Board Member; Start- 6/19/19; 1 Hr/Mth; 0 During Trading Hours; Board Member

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-04-06