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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-04-01 |
| TX | RA | APPROVED_RES | 1985-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westfield | NJ | 04/1983 | Present |
| Bank Of America,N.A. | Westfield | NJ | 06/2011 | Present |
I*34010 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WEICHERT REFERRAL ASSOCIATES INVESTMENT RELATED: N ADDRESS OF BUSINESS: MORRIS PLAINS, NEW JERSEY 7950 NATURE OF BUSINESS: OTHER,OUTSIDE CONTRACTOR POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 7/1/1984 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: NONE , OCCASIONAL REFERRAL REFERRAL ASSOCIATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-13 |
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