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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-16 |
| NJ | RA | APPROVED | 2011-05-12 |
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 | Florham Park | NJ | 05/2011 | Present |
| Bank Of America, N.A. | Florham Park | NJ | 01/2012 | Present |
I*126673 For profit or not for profit: Non-Profit Organization Name of outside business organization: Shepards of Youth Charitable Trust Investment related: N Address of business: Chatham, New Jersey 07928 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Mission to serve the poor through education I*80110 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SHEPARDS OF YOUTH CHARITABLE TRUST INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHATHAM, NEW JERSEY 07928 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/7/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: I VOLUNTEERED TO HELP THEM RAISE MONEY FOR AN ANNUAL EVENT CIGAR SMOKE & EXOTIC CAR SHOW BY ASKING PEOPLE TO PURCHASE TICKETS OR TABLES. THE PROCEEDS ARE USED TO HELP EDUCATE NEEDY FAMILIES. I*138291 For profit or not for profit: For-Profit Organization Name of outside business organization: RFD Realty LLC Investment related: Y Address of business: Morristown, New Jersey 07960 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 6/4/2021 Number of hours devoted: 25 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Vacation home / rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-28 |
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