Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-03-11
NJ RA APPROVED 2004-04-16
  • TX RA
    APPROVED_RES
    Since 2010-03-11
  • NJ RA
    APPROVED
    Since 2004-04-16

Branch Locations

1200 Howard Blvd, Mount Laurel, NJ 08054 • 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 Egg Harbor Township NJ 05/1995 Present
Bank Of America, N.A. Egg Harbor Township NJ 08/2013 Present
Other Businesses

I*: 2643260 Entity Type: Fiduciary role Name of OBA: G J P. TOD BENEFICIARIES ON FILEAddress: Marlton, NJ 08053Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/22/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0Duties: Power of Attorney / Parents I*: 2643261 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO G. J P. IRA FBO G. J P.Address: Marlton, NJ 08053Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/22/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0Duties: Power of Attorney / Parents I*2631272, Entity Type: , Name of OBA: G J. P, Address: Reading, Pennsylvania, 19607, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/21/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3979293 Entity Type: N/A Name of OBA: D R Irrevocable TrustAddress: Marlton, New Jersey, 8053Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 03/30/2026 Number of Hours: 5, YearlyNumber of Hours during trading: 0, YearlyDuties: In-Laws I*4514267, Entity Type: , Name of OBA: J J P TTEE U/A DTD 04/06/2026 BY D R, Address: Marlton, New Jersey, 08053, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 04/30/2026, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-19
S63 Uniform Securities Agent State Law Examination 1995-08-29
  • S65 Uniform Investment Adviser Law Examination
    1995-09-19
  • S63 Uniform Securities Agent State Law Examination
    1995-08-29
Other Names
  • Jeffrey John Pawlik

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mount Laurel, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor