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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-03-20 |
| NJ | RA | APPROVED | 2012-03-21 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
Columbia, NJ • 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 | 01/2012 | Present |
*3605266Entity Type: Entity CharitableName of OBA: Boy Scouts Pack 140Address: Blairstown, New JerseyInvestment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 02/02/2026Number of Hours: 4, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Boy Scouts of America - national scouting program Fundraising Chair I*480657 Entity Type: N/A Name of OBA: Knowlton Township Town Council Address: Columbia, New Jersey Investment Related: No Position, Title, Association: Mayor Employee Start Date: 01/05/2024 Number of Hours: 6, Monthly Number of Hours during trading: 0, Monthly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-07 |
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