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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-24 |
| NJ | RA | APPROVED | 2007-11-08 |
| TX | RA | APPROVED | 2007-09-17 |
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 | 08/2007 | Present |
| Bank Of America, N.A. | Mount Laurel | NJ | 11/2009 | Present |
I*: eight five five five two five sixFor profit or not for profit: N/AName of outside business organization: Rental Property 1Investment related: NoAddress of business: Naples, FL Three four one zero ninePosition, title, association: Co-owner with other family membersStart date of relationship: 05/19/2022Number of hours devoted: 1 hr annuallyNumber of hours devoted during trading hours: 0Duties: Co-owner with other family members of rental property I*2578333 Entity Type: For Profit Name of OBA: KevNat Resorts LLC Address:Merchantville New Jersey Investment Related:No Position, Title, Association:Owner Start Date:07/01/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:The LLC was created to buy real estate for the purpose of generating rental income I own the properties thru the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-08 |
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