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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED_RES | 2012-04-16 |
| NJ | RA | APPROVED | 2009-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Florham Park | NJ | 08/2009 | Present |
| Bank Of America,N.A. | Florham Park | NJ | 06/2011 | Present |
OBA ID: 1660262OBA Name: Bernardsville Library Foundation, Inc.Location: Bernardsville, NJStart Date: 1/15/2024Role: Board MemberInvestment Related Activity: NoDuties: The Library Foundation was formed to help funds from the local community to support the long term financial needs of the Bernardsville Public Library. Re: responsibilities see general note below I*1748266Entity Type: CharitableName of OBA: Bernardsville Library Foundation, Inc.Address:Bernardsville, NJInvestment Related:NoPosition, Title, Association:Committee,Board MemberStart Date:04/01/2024No Hours: 30 YearlyNo Hours during trading:0Duties:Entity is formed to raise capital to assist funding of The Bernardsville Public Library - My Board Seat already approved in AIM system. This AIM request is for my request to be approved as Chairperson of Corporate Sponsorship Committee. This sub committee seeks financial support from local businesses in Bernardsville area. I*4081298, Entity Type: Entity Charitable, Name of OBA: Rotary Club of the Somerset Hills, Address: Bernardsville, New Jersey, 07924, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 07/01/2026, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Either President of the Club or VP of the Club, Help the World A Better Place Locally, Regionally and Internationally
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-10 |
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