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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2008-08-18 |
| TX | RA | APPROVED_RES | 2008-08-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toms River | NJ | 07/2008 | Present |
| Bank Of America, N.A. | Toms River | NJ | 07/2011 | Present |
I*951338 For profit or not for profit: Entity For Profit Name of outside business organization: LPC Industry LLC Investment related: N Address of business: toms River, New Jersey, 08753 Nature of business: ["Limited Liability Company"] Position, title, association: ["Officer"], Start date of relationship: 7/1/2012 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-03 |
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