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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-15 |
| NJ | RA | APPROVED | 2018-05-07 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 01/2018 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 06/2014 | 12/2016 |
| Vanguard | Malvern | PA | 05/2017 | 08/2017 |
| Villanova University | Villanova | PA | 08/2014 | 01/2018 |
| Bank Of America, N.A. | Bridgewater | NJ | 09/2018 | Present |
I*1941286 Entity Type: Rental Property Name of OBA: Rental Property 1 Address:Hoboken,NJ,07030 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date:08/01/2024 No Hours: 1 HR MONTHLY No Hours during trading:0 Duties: CO-OWNER of rental property I*: 3002264 Entity Type: Fiduciary role Name of OBA: J. TIC Revocable Trust Address: Branchburg, NJ 08853 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/13/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Parents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
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