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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-12 |
| NJ | RA | APPROVED | 2013-02-20 |
Branch Locations
77 Broad St, Red Bank, NJ 07701 • United States
100 Campus Dr Division - Mid Atlantic, Florham Park, NJ 07932 • United States
Monmouth Beach, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 11/2012 | Present |
I*1987339, Entity Type, Name of OBA:Monmouth Beach Bath and Tennis Club Address: Monmouth Beach, NJ Investment Related:No Position, Title, Association: Committee Employee Start Date:9/23/24 No Hours: 2 hrs monthly No Hours during trading: Duties:MBBTC is a private club, I was nominated to be on the board of trustees for the club. Some of my responsibilities will be to cover the up keep of the beach, ordering new chairs, umbrellas and tables and assist with activities which take place on the beach summer of 2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-28 |
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