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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-27 |
| TX | RA | APPROVED_RES | 2013-02-26 |
| NJ | RA | APPROVED | 2010-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 06/2010 | Present |
| Bank Of America, N.A. | Freehold | NJ | 05/2011 | Present |
I*113658 For profit or not for profit: Non-Profit Organization Name of outside business organization: Congregation Sons of Israel Address of business: Manalapan, New Jersey 07726 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 6/30/2018 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Synagogue board trustee position
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-11 |
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