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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-18 |
| NJ | RA | APPROVED | 2018-04-06 |
Branch Locations
845 Alexander Rd, Princeton, NJ 08540 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | New York | NY | 06/2016 | 10/2016 |
| Genspring (Suntrust Bank) | New York | NY | 11/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 11/2017 | Present |
| Self Employed | New York | NY | 07/2017 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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