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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-08 |
| NJ | RA | APPROVED | 2003-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 10/1993 | Present |
| Bank Of America, Na | Florham Park | NJ | 12/2009 | Present |
I*88083 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: VERO BEACH, NEW JERSEY 32963 NATURE OF BUSINESS: OTHER,MY WIFE AND I OWN POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/10/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: VACATION HOME THAT MAY HAVE AN OCCASIONAL RENTAL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-06 |
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