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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-22 |
| NJ | RA | APPROVED | 2014-10-10 |
Branch Locations
194 Wood Ave S, Iselin, NJ 08830 • United States
Basking Ridge, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cranford | NJ | 10/2006 | Present |
| Bank Of America N.A. | Edison | NJ | 11/2014 | Present |
I*1293267For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: RP, RP, RPNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/1/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: I*5296269, Entity Type: Entity For Profit, Name of OBA: K Real Estate LLC, Address: Basking Ridge, New Jersey, 07920, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 08/10/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Member, OBA being LLC to hold rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-08 |
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