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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2007-04-04 |
Branch Locations
1100-1800 American Blvd, Pennington, NJ 08534 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 06/2006 | Present |
| Bank Of America, N.A. | Pennington | NJ | 12/2013 | Present |
REPORTABLE - FINANCIAL DUTIES -ADDED TO CRD Status: APPRVD I*755233 For profit or not for profit: Entity Charitable Name of outside business organization: Wild Bird Research Group Investment related: N Address of business: Pennington, New Jersey, 08534 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 3/2/2022 Number of hours devoted: 100 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , The Wild Bird Research Group, Inc. is a 501 (c) (3) non-profit organization whose mission is to conduct and support research and science-based conservation initiatives that benefit birds and their habitats in the Americas. I will be serving as a member of the Board of Directors. My responsibilities will be to help guide and steer the organization in ways that will help better advance its mission of conducting science, building knowledge and fostering appreciation for the conservation of wild birds throughout the Americas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-14 |
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