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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-02-14 |
Branch Locations
1100-1800 American Blvd Investment Solutions Group, 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 | Pennington | NJ | 07/2006 | Present |
| Bank Of America, N.A. | Pennington | NJ | 07/2006 | Present |
I*2742289, Entity Type: Entity Charitable, Name of OBA: Middletown Thunder Fastpitch Softball, Address: Levittown, Pennsylvania, 19056, Investment Related: N, Position, Title, Association: Treasurer, Employee State Date: 11/01/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: In addition to serving as a member of the board and participating in organization-wide decisions, I'll be overseeing the bank relationship that all teams have access to for their individual team accounts. There is an expectation that all funds will be reported out regularly for awareness at all monthly board meetings. An official board is being set up to oversee the expansion of an existing travel softball program. The board will help multiple teams streamline decision making, finances, and overall team administration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
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