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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| TX | RA | APPROVED_RES | 2004-10-08 |
| NJ | RA | APPROVED | 2004-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 02/1995 | Present |
| Bank Of America, N.A. | Wayne | NJ | 11/2009 | Present |
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:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-29 |
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