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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2017-06-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlton | NJ | 08/1992 | Present |
| Bank Of America, N.A. | Mount Laurel | NJ | 09/2009 | Present |
I*128869 For profit or not for profit: Non-Profit Organization Name of outside business organization: Impact100 South Jersey Investment related: N Address of business: Haddonfield, New Jersey 8033 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2020 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Impact100 South Jersey is a women s collective giving group. The goal is to bring together over 100 diverse and philanthropic-minded members who will combine their contributions to give high-impact grants to local organizations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-03 |
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