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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-07 |
| NJ | RA | APPROVED | 2003-03-31 |
| TX | RA | APPROVED_RES | 1989-08-14 |
Branch Locations
3100 Hingston Ave, Egg Harbor Township, NJ 08234 • United States
Bonita Springs, FL • United States
Bonita Springs, FL • United States
Brigantine, NJ • 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 | Northfield | NJ | 08/1983 | Present |
| Bank Of America,Na | Egg Harbor Township | NJ | 09/2009 | Present |
I*2060267, Entity Type: Fiduciary role, Name of OBA: D R F EXEC EST OF H F Address: Brigantine, New Jersey, 08203 Investment Related: Yes Position, Title, Association: Executor Employee Start Date: 25-Oct-2024 No Hours:1 weekly No Hours during trading: 0 Duties: Associate is Executor for his Father's Estate I*3217300 Entity Type: N/A Name of OBA: P L F Address: Brigantine, New Jersey Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/02/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney Spouse
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-02 |
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