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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-03-19 |
| FL | RA | APPROVED | 2020-12-21 |
| PA | RA | APPROVED | 2010-06-24 |
| TX | RA | APPROVED_RES | 2009-07-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 06/2009 | Present |
| Bank Of America, N.A. | Yardley | PA | 05/2011 | Present |
I*68700 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NJ VACATION HOME INVESTMENT RELATED: N NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 40326 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: 1269 AVALON AVENUE, AVALON, NJ IS OUR VACATION HOME. WE RENT A PORTION OF EACH SUMMER TO TENANTS THROUGH VARIOUS REALTORS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-07 |
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