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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-04-28 |
Branch Locations
1100-1800 American Blvd, Pennington, NJ 08534 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Critical Math Advisors, Llc | Hamilton | NJ | 01/2006 | 03/2017 |
| Ceros Financial Services, Inc. | Hamilton | NJ | 08/2016 | 04/2017 |
| Merrill Lynch Pierce Fenner & Smith | Pennington | NJ | 04/2017 | Present |
I*2450For profit or not for profit: Governmental or Public Purpose EntityName of outside business organization: Yardley Shade Tree CommissionInvestment related: NAddress of business:Yardley, Pennsylvania 19067Nature of business: Oversees Town's Tree Program,Position, title, association: Member, Start date of relationship: 1/23/2018Number of hours devoted: 16 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Event Coordinator, Tree TenderingI*1226270, Entity Type: , Name of OBA: Estate of Mother, Address: Cranbury, New Jersey, 08512, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 13-Feb-2023, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3759265 Entity Type: N/A Name of OBA: Estate of Father Address: Cranbury, New Jersey Investment Related: No Position, Title, Association: Executor Employee Start Date: 02/18/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: Parents, Siblings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-28 |
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