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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-02 |
| NJ | RA | APPROVED | 2017-12-08 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • 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 |
|---|---|---|---|---|
| Rutgers | New Brunswick | NJ | 05/2016 | 09/2016 |
| Northeast Planning Corp | Cranford | NJ | 09/2016 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 11/2017 | Present |
| Bank Of America, N.A. | Bridgewater | NJ | 01/2018 | Present |
I*3732266, Entity Type: , Name of OBA: M Z, Address: Columbus, Ohio, 43214, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 02/07/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3732267, Entity Type: , Name of OBA: N F, Address: Columbus, Ohio, 43214, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 02/07/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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