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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-01-09 |
| TX | RA | APPROVED | 2015-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Freehold | NJ | 01/2015 | Present |
| Bank Of America, N.A. | Freehold | NJ | 02/2015 | Present |
I*2032264, Entity Type, Name of OBA: Freehold Sunrise Optimist Club, Address: Adelphia, NJ, 07710, Investment Related: No, Position, Title, Association: Officer (President), 10/01/2024, Employee Start Date: 10/01/2024, No Hours: 4hrs/Mo, No Hours during trading: 0, Duties: Community Service Group, Club President 1 Year Term. FA will be the club president for a term of 1 Yr. Roles and responsibility will include plan, organize, motivate and control outcome. Club is a non-profit , 22 members , annual budget $. Secretary /Treasurer handle all financial activity. Organize committees of club members to plan, organize & implement 4 Community Service Projects. Golf Outing Fundraiser to benefit Camp Quality, NJ (Childhood Cancer Campaign)Oratorical & Essay Contest (College Scholarships)Sunrise Optimist Club of Freehold Scholarship Raffle Respect for Law Campaign (Award top Cop) Breakfast and Award Presentation. I*558232 Entity Type: Name of OBA: The Lexington Condominium Home Owner Association (HOA) Address: Bay Harbor Islands, Florida, 33154 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: Home Owners Association Set policy for building maintenance and repairs. Coordinate with property manager and contractors to complete repairs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-30 |
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