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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-06-11 |
| NJ | RA | APPROVED | 2002-07-02 |
Branch Locations
1415 Hooper Ave, Toms River, NJ 08753 • United States
Beach Haven, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toms River | NJ | 09/1992 | Present |
| Bank Of America, N.A. | Toms River | NJ | 07/2011 | Present |
I*646263 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Mount Crested Butte, Colorado, 81225 Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 12/15/2021 Number of hours devoted: 6 hour(s) Yearly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-17 |
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