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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| NJ | RA | APPROVED | 2022-12-22 |
Branch Locations
400 Broadway St Preferred Investment Sales, Chico, CA 95928 • United States
1100-1800 American Blvd Preferred Investment Sales, Pennington, NJ 08534 • 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 | Pennington | NJ | 08/2016 | 04/2022 |
| Bank Of America, N.A. | Pennington | NJ | 04/2020 | 04/2022 |
| Gwfs Equities, Inc | Greenwood Village | CO | 04/2022 | 10/2022 |
| Advised Assets Group, Llc | Greenwood Village | CO | 04/2022 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2022 | Present |
| Kindercare | Denver | CO | 04/2022 | 10/2022 |
| Empower | Denver | CO | 04/2022 | 10/2022 |
I*2790286 Entity Type: Charitable Name of OBA: Union Fire Company and rescue squad Address:Titusville New Jersey Investment Related:No Position, Title, Association:Other Start Date:10/16/2025 No Hours: 2 Weekly No Hours during trading:0 Duties:When in times of an accident/weather related problems, Fire police can be called in to help direct traffic or by standers in order for the EMT/Fire fighters do their job without hinderance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-16 |
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