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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-09 |
| NY | RA | APPROVED | 2021-04-19 |
| NJ | RA | APPROVED | 2020-11-09 |
| TX | RA | APPROVED_RES | 2019-06-24 |
| CT | RA | APPROVED | 2019-06-21 |
Branch Locations
1325 Franklin Ave, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Weehawken | NJ | 04/2007 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2019 | Present |
I*2947267, Entity Type: Entity Charitable, Name of OBA: Girls on the Run Long Island, Address: East Meadow, New York, 11554, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/06/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Support and help lead efforts to grow the scope of the program across Long Island, Support and teach girls about fitness, health and well being.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-14 |
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