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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2007-12-01 |
| TX | RA | APPROVED_RES | 1988-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/1983 | Present |
| Bank Of America, N.A. | Princeton | NJ | 07/2011 | Present |
I*102485FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BEAT THE STREETS - NEW JERSEYINVESTMENT RELATED: NADDRESS OF BUSINESS:SEASIDE PARK, NEW JERSEY 8752NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 2/13/2017NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE PURPOSE IS TO INVITE MIDDLE SCHOOL AGE KIDS TO JOIN THE BTS AP PROGRAM TO GET OFF THE STREETS OF ASBURY PARK. THE PROGRAM COMBINES A TUTORING PROGRAM FOR SCHOLASTIC HOMEWORK WITH THE SPORT OF WRESTLING. MY ROLE IS TO COORDINATE THE PROGRAM. I*5221292, Entity Type, Name of OBA: J C Address: Camarillo California 93012 Investment Related: No Position, Title, Association: Executor Employee Start Date: 02/05/2026 No Hours: 3 Yearly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-03 |
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