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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-01-29 |
| NJ | RA | APPROVED | 2006-03-06 |
| TX | RA | APPROVED_RES | 2005-12-16 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
Richboro, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 08/2005 | Present |
| Bank Of America, N.A. | Bridgewater | NJ | 07/2011 | Present |
I*1022430 For profit or not for profit: Name of outside business organization: Philadelphia Whiskey Society Investment related: N Address of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Bucks County PA ambassador for the group coodinating county acitivties relating to whiskey such as happy hours, tastings, bottle shares, etc. Also part of the barrel selection team assisting with private barrel selection and purchase for the group from local liquor stores
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-12 |
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