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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-02-22 |
| NJ | RA | APPROVED | 2016-04-28 |
| TX | RA | APPROVED | 2016-04-25 |
Branch Locations
7 Roszel Rd, Princeton, NJ 08540 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2014 | Present |
| 210 Green Lane, Llc | Annandale | NJ | 04/2015 | 11/2017 |
| Bank Of America, Na | Pennington | NJ | 09/2014 | Present |
I*0500386 For profit or not for profit: Rental Property Name of outside business organization: Green Lane Investment related: No Address of business: Philadelphia, Pennsylvania 19127 Position, title, association: Sole owner Start date of relationship: 8/16/2017 Number of hours devoted: 3 hours mthly Number of hours devoted during trading hours: 0 Duties: I*, Entity Type: Fiduciary, Name of OBA: E D, Address: Annandale, New Jersey, 08801, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 08-May-2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-23 |
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