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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2004-06-18 |
| NJ | RA | APPROVED | 2004-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 07/1995 | Present |
| Bank Of America, N.A. | Princeton | NJ | 06/2011 | Present |
I*134365For profit or not for profit: Non-Profit OrganizationName of outside business organization: The New Song FoundationInvestment related: NAddress of business:Pennington, New Jersey 8534Nature of business: Charitable Organization,Position, title, association: Start date of relationship: 11/2/2020Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: It is our family's private foundation that is set up to help tackle the problem and effects of emotional trauma and fund organizations seeking to heal emotional trauma. I would simply be a board member of our family's foundation. I*, 2106282 Entity Type: Entity For Profit Name of OBA: Sameera Software, Inc.Address: Pennington, NJ 08534 Investment Related: No Position, Title, Association: Director Employee Start Date: 01/01/2025 No Hours: 2hrs per month No Hours during trading: 0 Duties: Investor / Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-22 |
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