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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| NJ | RA | APPROVED | 2007-11-20 |
Branch Locations
51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Short Hills | NJ | 04/2007 | Present |
| Bank Of America,Na | Short Hills | NJ | 11/2009 | Present |
I*8468 For profit or not for profit: Name of outside business organization: apartment Investment related: Address of business: Jersey City, New Jersey 7302 Nature of business: Position, title, association: , Start date of relationship: 7/1/2019 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:, I*1870320, Entity Type: Fiduciary Role, Name of OBA: J C IRA and MS J C TTEE U/A DTD 07/15/20, Address: San Francisco, CA, 94109, Investment Related: No, Position, Title, Association: POA, Employee Start Date: 6/12/2024, No Hours: 1hr/Annually, No Hours during trading: 1, Duties: POA for non-immediate family member (Aunt). I*2188290, Entity Type: , Name of OBA: E C, Address: watchung, New Jersey, 07069, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 04-Feb-2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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