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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-06-26 |
Branch Locations
845 Alexander Rd, Princeton, NJ 08540 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | New York | NY | 10/2012 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 02/2020 | Present |
| Potomac Commodities Transportation | Yardley | PA | 09/2017 | 02/2020 |
I*2215371, Entity Type: Charitable, Name of OBA: D C K Endowment Fund Inc, Address: New Brunswick, New Jersey, 08901, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 03/01/2025, No Hours: 4 Yearly, No Hours during Trading: 0 Duties: Board Member with no designated responsibilities. I*2429266, Entity Type: Fiduciary role Name of OBA: L D, Address: Tinton Falls, New Jersey, 07753, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04/29/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Duties: Power of Attorney I*2533314, Entity Type: Fiduciary role Name of OBA: L D, Address: Tinton Falls, New Jersey, 07753, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09-Jun-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Duties: Power of Attorney I*3449275 Entity Type: Charitable Name of OBA: HomeWorks Trenton, Inc. Address: Trenton, New Jersey, 08618 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/19/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Education and housing for women in marginalized communities. Advisory board member I*4081270 Entity Type: Charitable Name of OBA: Ronald McDonald House of Central & Northern New Jersey Address: New Brunswick, New Jersey, 8901 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 04/01/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0 Duties: RMH provides a place for families of seriously ill children to stay while the children receive care at nearby medical facilities. I am already a currently board member, and have been asked to become Vice Chair on the executive committee. The main responsibility will be overseeing the membership committee and interviewing new candidates for board membership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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