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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-02-24 |
| TX | RA | APPROVED_RES | 2023-01-18 |
| MI | RA | APPROVED | 2017-03-13 |
| DE | RA | APPROVED | 2015-10-13 |
| NJ | RA | APPROVED | 2009-10-23 |
Branch Locations
1200 Howard Blvd, Mount Laurel, NJ 08054 • United States
Meriden, CT • United States
Burlington, NJ • United States
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 | Bordentown | NJ | 10/2009 | Present |
| Bank Of America, Na | Mount Laurel | NJ | 04/2010 | Present |
I*491318, Entity Type: , Name of OBA: A K, Address: Manchester, New Hampshire, 03101, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 12/14/2018, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*491319, Entity Type: , Name of OBA: F K, Address: Manchester, New Hampshire, 03101, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 12/14/2018, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-23 |
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