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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-07-13 |
| TX | RA | APPROVED_RES | 2012-06-15 |
| NJ | RA | APPROVED | 2010-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/2010 | Present |
| Bank Of America, N.A. | Yardley | PA | 05/2011 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY, SPRING HOLLOW INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ORANGE CITY, FL 19067 NATURE OF BUSINESS: REAL ESTATE POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 07/01/2013 NUMBER OF HOURS DEVOTED PER MONTH: 5 HRS NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: NONE DUTIES: PURCHASE OF SINGLE FAMILY HOME FOR RENTAL PROPERTY. PROPERTY WILL BE PROFESSIONALLY MANAGED. I WILL HAVE SOME BOOKKEEPING RESPONSIBILITIES. I*2212292, Entity Type: , Name of OBA: M H, Address: New Hope, Pennsylvania, 18938, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*2323285, Entity Type: , Name of OBA: M L H TOD BENEFICIARIES ON FILE , Address: New Hope, Pennsylvania, 08938, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 09-Apr-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-24 |
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