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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED_RES 2004-10-08
NJ RA APPROVED 2004-04-15
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 2004-10-08
  • NJ RA
    APPROVED
    Since 2004-04-15

Branch Locations

1700 State Route 23, Wayne, NJ 07470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 02/1995 Present
Bank Of America, N.A. Wayne NJ 11/2009 Present
Other Businesses

I*3103FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PAUL RENFRO TOWNHOME RENTALINVESTMENT RELATED: NADDRESS OF BUSINESS: RIDGEWOOD, NEW JERSEY 07450NATURE OF BUSINESS: RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 3/1/2015NUMBER OF HOURS DEVOTED: 1 HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: OWNER I*786For profit or not for profit: Name of outside business organization: Paul Renfro Condo RentalInvestment related: Address of business:Wyckoff, New Jersey 7481Nature of business: ,Compensation for Activity: Position, title, association: , Start date of relationship: 1/13/2015Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 I*33966FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: THE B V FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS: WAYNE, NEW JERSEY 7470NATURE OF BUSINESS: OTHER,PRIVATE FOUNDATION - FOUNDED BY BRUCE VIVINOPOSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 36892NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: CHARITABLE TRUSTEE, ONE OF FIVE TRUSTEES. I*373595For profit or not for profit: Name of outside business organization: The B E. V 1991 TrustInvestment related: YAddress of business: Wayne, New Jersey, 07470Nature of business: Position, title, association: ["Other","Treasurer"], Start date of relationship: 10/23/1991Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Trust administration upon passing of grantor, Co-Trustee I*371497For profit or not for profit: Name of outside business organization: Estate of B E.V Investment related: YAddress of business: Wayne, New Jersey, 07470Nature of business: Position, title, association: ["Other","Treasurer"], Start date of relationship: 7/29/2012Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 1Duties: Executor, Admininstering the Estate of Bruce E. Vivino, upon his passing. I*11164For profit or not for profit: Name of outside business organization: Paul RenfroInvestment related: Address of business: Point Pleasant Beach, New Jersey 8742Nature of business: ,Compensation for Activity: Position, title, association: , Start date of relationship: 7/3/2021Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 I*496383, Entity Type: , Name of OBA: Paul Renfro Condo Rental, Address: Wyckoff, New Jersey, 07481, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 01/13/2015, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*505809, Entity Type: , Name of OBA: Paul Renfro, Address: Point Pleasant Beach, New Jersey, 08742, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 07/03/2021, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3103305, Entity Type: , Name of OBA: Rental Property 1, Address: Point Pleasant Beach, New Jersey, 08742, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 11/01/2025, No Hours: 9 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-08
S63 Uniform Securities Agent State Law Examination 1994-11-29
  • S65 Uniform Investment Adviser Law Examination
    1995-05-08
  • S63 Uniform Securities Agent State Law Examination
    1994-11-29

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