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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| PA | RA | APPROVED | 2022-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cracker Barrel | Hamilton | NJ | 06/2011 | 09/2017 |
| Axa Advisors, Llc | New York | NY | 12/2016 | 06/2018 |
| Wells Fargo Bank, Na | Pennington | NJ | 10/2019 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Pennington | NJ | 11/2019 | 06/2022 |
| Primary Financial | Edison | NJ | 08/2018 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yardley | PA | 06/2022 | Present |
I*1820268, Entity Type, Name of OBA: Rental Property 1 Address: ManahawkinNew Jersey 08050 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 05/20/2024 No Hours: 2 weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
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