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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| PA | RA | APPROVED | 2010-06-24 |
| NJ | RA | APPROVED | 2004-08-18 |
Branch Locations
1040 Stony Hill Rd, Yardley, PA 19067 • United States
Yardley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plainsboro | NJ | 05/1994 | Present |
| Bank Of America,Na | Yardley | PA | 09/2009 | Present |
I*: 2771285 Entity Type: School, College or University Name of OBA: The College of New Jersey School of Business Address: Ewing, Nj 08628 Investment Related: No Position, Title, Association: Adjunct Professor Employee Start Date: 1/26/2026 Number of Hours: 3 hrs wkly Number of Hours during trading: 0 Duties: Adjunct professor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-04 |
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