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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-11-06 |
| NJ | RA | APPROVED | 2004-04-15 |
Branch Locations
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 | Lawrenceville | NJ | 05/1996 | Present |
| Bank Of America, N.A. | Princeton | NJ | 05/2011 | Present |
I*1255275 Entity Type: N/A Name of OBA: L.D.M. Family Trust Address: Danvers Illinois Investment Related: No Position, Title, Association: Co-Trustee Start Date:07/07/2018 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties: Co-Trustee for Father I*3133269 Entity Type: For Profit Name of OBA: LDMAM LLC Address: Eureka, Illinois, 61530 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/01/2025 Number of Hours: 0 Number of Hours during trading: 10, Weekly Duties: Holds land and LLC provides protection against liability and potential lawsuits Holds land and LLC provides protection against liability and potential lawsuits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-02 |
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