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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| NJ | RA | APPROVED | 2026-02-03 |
Branch Locations
9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • United States
1100-1800 American Blvd, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Somerset | NJ | 05/1996 | Present |
I*2047274, Entity Type: , Name of OBA: Northern NJ ISCEBS Chapter, Address: Brookfield, Wisconsin, 53045, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 01/01/2025, No Hours: 20 Yearly, No Hours during Trading: 1 Yearly, Duties: Vice President. My new role as Vice President would be to facilitate any monthly meetings if the President is not available. Networking. This is the NJ Chapter of the Int'l Society of Certified Employee Benefits Specialists. This is a networking chapter for those with the professional designation of Certified Employee Benefits Specialist (CEBS).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-07 |
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