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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-06 |
| NJ | RA | APPROVED | 2006-11-13 |
Branch Locations
51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Millburn | NJ | 11/1980 | Present |
| Bank Of America, N.A. | Short Hills | NJ | 05/2011 | Present |
I*31086 For profit or not for profit: Non-Profit Organization Name of outside business organization: Polish University Club of New Jersey Investment related: Y Address of business: Elmwood Park, New Jersey 7407 Nature of business: Other,Non Profit 501C3 Position, title, association: Committee Member, Start date of relationship: 8/12/1991 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 4 Duties: Subcommittee member to promote Polish culture and gifting of scholarships. Meeting semi annually to review the club's investment portfolio.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-05 |
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