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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-03-11 |
| NJ | RA | APPROVED | 2004-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-29 |
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