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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-19 |
| TX | RA | APPROVED | 2019-08-23 |
| NJ | RA | APPROVED | 2019-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Annandale | NJ | 05/2013 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flemington | NJ | 06/2019 | Present |
| Michelle Heide & Associates | Clinton | NJ | 05/2013 | 06/2019 |
I*124608For profit or not for profit: Non-Profit OrganizationName of outside business organization: Italian American Heritage Club of Hunterdon CountyInvestment related: NAddress of business:Flemington, New Jersey 8822Nature of business: Charitable Organization,Position, title, association: Part-Time, nonpaying member, work a few hours per monthStart date of relationship: 9/1/2007Number of hours devoted: 25 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Italian American heritage club was formed to strengthen the spirit of our common culture as descendants of Italians, To foster the principles of charity, justice, brotherly love and fidelity. To promote the welfare and enhance the happiness of itsI*3048270 Entity Type: Entity For Profit Name of OBA: Mooresville Realty Address: North Carolina, 28117 Investment Related: No Position, Title, Association: Employee Employee Start Date: 11/13/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: My sister LC owns the company. She is a real estate broker and sells real estate. I will work partime as needed. I will not be selling real estate to clients. I will be assisting in open houses, home staging, website updates. i will not be receiving commission, but will receive salary based on number of hours worked.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-29 |
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