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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-01-08 |
| VA | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2012-10-17 |
| NJ | RA | APPROVED | 2012-02-01 |
Branch Locations
500 Campus Dr, Florham Park, NJ 07932 • United States
3305 Oleander Dr, Wilmington, NC 28403 • 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 |
|---|---|---|---|---|
| Us Trust Company Of New York | New York | NY | 08/1992 | Present |
| Ust Financial Services Corp. | New York | NY | 06/1994 | Present |
| Bank Of America N.A. | Florham Park | NJ | 07/2007 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 10/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-13 |
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