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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-03-02 |
| NJ | RA | APPROVED | 2011-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 02/2011 | Present |
| Bank Of America Na | Paramus | NJ | 05/2011 | Present |
I*2295278, Entity Type: , Name of OBA: M J. R Revocable Living Trust d. 12/28/22, Address: Mahwah, New Jersey, 07430, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 28-Dec-2022, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*: 2482269Entity Type: Fiduciary roleName of OBA: M. T R. Rev Tr d. 12/19/2Address: Naples, Florida, 34113Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 5/21/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 0 Duties: Co-Trustee for parents I*: 2482270Entity Type: Fiduciary roleName of OBA: R. Family Tr. UA M. T R. Rev Tr d.12/16/25Address: Naples, Florida, 34113Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 5/21/2025Number of Hours: 1 hr wklyNumber of Hours during trading: 1 hr wkly Duties: Co-Trustee for parents I*4049267, Entity Type: , Name of OBA: Bay Cove Marina Condominium Association, Address: Lavallette, New Jersey, 08735, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/20/2026 , No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: Secretary for condo association to keep minutes and paperwork only. I will have no say in any of financial matters, access to any HOA funds, no signatory abilities, etc. The unit ONLY needs someone to organize and keep the official records of the HO, This is a private collection of deeded slips that coexist with residential condominium owners. It is NOT a public marina and has no facilities other than the slips themselves.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-27 |
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