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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2006-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westfield | NJ | 11/2005 | Present |
| Bank Of America, N.A. | Westfield | NJ | 12/2009 | Present |
I*434006For profit or not for profit: Entity CharitableName of outside business organization: VERMONT ACADEMYInvestment related: NAddress of business: Saxtons River, Vermont, 05154Nature of business: ["Charitable Organization"]Position, title, association: ["Committee","Board Member"], [["Finance committee","Investment committee"]]Start date of relationship: 7/30/2021Number of hours devoted: 30 hour(s) YearlyNumber of hours devoted during trading hours: 10Duties: , member of the board of trustees for non-profit high school I*3697265 Entity Type: N/A Name of OBA: J R H TTEE U/A DTD 12/17/2018 BY A H Address: metuchen, New Jersey, 8840 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 02/04/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-13 |
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