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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Randolph | NJ | 01/2015 | 05/2023 |
| Raymond James Financial Services Advisors, Inc. | Cedar Knolls | NJ | 11/2021 | 05/2023 |
| Money At Work, Llc | Cedar Knolls | NJ | 01/2014 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sparta | NJ | 05/2023 | Present |
| Bank Of America N.A. | Sparta | NJ | 08/2023 | Present |
I*4321280, Entity Type: , Name of OBA: M B. T, Address: Dover, New Jersey, 07801, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/15/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-22 |
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