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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-03-06 |
| NJ | RA | APPROVED | 2010-02-22 |
Branch Locations
1100-1800 American Blvd Ci Client Management, Pennington, NJ 08534 • United States
Califon, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2010 | Present |
| Bank Of America, N.A. | Pennington | NJ | 02/2010 | Present |
I*130164For profit or not for profit: Non-Profit OrganizationName of outside business organization: Lamington Presbyterian ChurchInvestment related: NAddress of business: Bedminster, New Jersey 07921Nature of business: Charitable OrganizationPosition, title, association: Director, Start date of relationship: 2/29/2020Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Member of governing body of church where I am a member. (Elder)I*136195For profit or not for profit: Non-Profit OrganizationName of outside business organization: Lamington Presbyterian ChurchInvestment related: NAddress of business:Bedminster, New Jersey 07934Nature of business: Charitable Organization,Position, title, association: Officer, Start date of relationship: 3/1/2021Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Local Presbyterian Church - wants to name me as "President of the Corporation" - has to do with the filing of the Annual Report with the State of NJ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-07 |
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