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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-09 |
| TX | RA | APPROVED | 2006-02-03 |
| NJ | RA | APPROVED | 2002-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Insurance Group | Princeton | NJ | 09/1996 | Present |
| Bank Of America, N.A. | Princeton | NJ | 05/2011 | Present |
I*1458260 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Neptune City, New Jersey, 07753, United States Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 9/1/2023 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-10 |
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