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Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-06 |
Branch Locations
99 Wood Avenue South, Iselin, NJ 08830 • United States
Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York City | NY | 05/2016 | 07/2026 |
| Wilmington Trust Investment Advisor'S Inc. | Iselin | NJ | 07/2026 | Present |
I* 429928 For profit or not for profit: Entity For Profit Name of outside business organization: Three Little Miracles LLC Investment related: no Address of business: Beach Haven, NJ, 08008 Nature of business: Limited Liability Company Position, title, association: Owner,Other Start date of relationship: 04/01/2019 Number of hours devoted: 0 yearly Number of hours devoted during trading hours: 0 Duties: The LLC is for tax purposes. My wife and I will be members of the LLC, my wife being majority member. It's a secondary home to be rented for less than 6 months of the year. All rentals and property management will be handled by a property manager and my wife.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-07 |
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