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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2013-10-18 |
Branch Locations
1100-1800 American Blvd Investment Solutions Group, Pennington, NJ 08534 • United States
525 Washington Blvd Investment Solutions Group, Jersey City, NJ 07310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 05/2006 | Present |
I*1055291For profit or not for profit: Entity CharitableName of outside business organization: Patriot FCInvestment related: NAddress of business: Washington Crossing, PennsylvaniaNature of business: ["Civic League or Social Welfare Organization"]Position, title, association: ["Other"], Start date of relationship: 1/1/2023Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Volunteer coach/team manager, which includes managing small team budget I*478317, Entity Type: Entity Governmental, Name of OBA: Youth Aid Panel of Bucks County, Address: Newtown, Pennsylvania, 18940, Investment Related: N, Position, Title, Association: Committee, Officer, Employee State Date: 03/29/2017, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: juvenile justice system, Bucks County, PA Review cases as alternative to juvenile justice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-30 |
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