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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-03-17 |
| TX | RA | APPROVED_RES | 1999-01-15 |
Branch Locations
77 Broad St, Red Bank, NJ 07701 • United States
1 Deforest Ave, Summit, NJ 07901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newark | NJ | 10/1980 | Present |
| Bank Of America, N.A. | Short Hills | NJ | 06/2011 | Present |
I*32020 ENTITY TYPE NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ST JOHN'S FEED THE HUNGRY SOUP KITCHEN INVESTMENT RELATED: NO ADDRESS OF BUSINESS: NEWARK, NEW JERSEY 7102 POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER START DATE OF RELATIONSHIP: 11/24/2008 NUMBER OF HOURS DEVOTED: 3 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADVISORY BOARD MEMBER SUBCOMMITTEE MEMBER FEEDING THE HOMELESS AND POOR INNER-CITY RESIDENTS OF NEWARK I*3679276 Entity Type: Fiduciary role Name of OBA: Estate of L. V C. Address: Morristown, New Jersey, 07960 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/29/2026 Number of Hours: 5, Weekly Number of Hours during trading: 5, Weekly Duties: Executor/Parent I*3681265 Entity Type: Fiduciary role Name of OBA: M. L C. EXEC EST OF L. C. Address: Morristown, New Jersey, 07960 Investment Related: No Position, Title, Association: Executor Employee Start Date: 01/29/2026 Number of Hours: 5, Weekly Number of Hours during trading: 5, Weekly Duties: Executor/Parent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-09 |
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