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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-10-24 |
| TX | RA | APPROVED_RES | 2019-09-30 |
| FL | RA | APPROVED | 2012-04-16 |
Branch Locations
1 Deforest Ave, Summit, NJ 07901 • United States
Chester, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Orlando | FL | 04/2012 | Present |
| Bank Of America, N.A. | Orlando | FL | 06/2012 | Present |
I*3103276 Entity Type: Fiduciary role Name of OBA: C. C. TOD BENEFICIARIES ON FILE Address: Hackettstown, New Jersey, 7840 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/29/2025 Number of Hours: 2, Weekly Number of Hours during trading: 2, Weekly Duties: Power of Attorney/Siblings I*3104270 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO C. C. IRA FBO C. C. Address: Hackettstown, New Jersey, 7840 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/29/2025 Number of Hours: 2, Weekly Number of Hours during trading: 2, Weekly Duties: Power or Attorney/Siblings I*3104271 Entity Type: Fiducary role Name of OBA: C. C. Address: Hackettstown, New Jersey, 7840 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/29/2025 Number of Hours: 2, Weekly Number of Hours during trading: 2, Weekly Duties: Power of Attorney/Siblings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-06-10 |
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