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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-29 |
| NJ | RA | APPROVED | 2021-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The College Of New Jersey | Ewing | NJ | 08/2015 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | New York | NY | 06/2017 | 08/2017 |
| Axa Advisors,Llc | New York | NY | 01/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2019 | 08/2020 |
| Cetera Advisors | St Cloud | MN | 11/2020 | 04/2021 |
| Rockdale Financial Services | Eatontown | NJ | 10/2020 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Summit | NJ | 05/2021 | Present |
| Bank Of America, N.A. | Summit | NJ | 05/2025 | Present |
I*2215403, Entity Type: Entity For Profit, Name of OBA: The Home Stretch Group LLC, Address: Long Branch, New Jersey, 07740, Investment Related: N, Position, Title, Association: General Partner/Managing Member,Owner, Employee State Date: 03/31/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Entity is a real estate investment company. The entity will look to issue purchase contracts on homes with intent of earning a profit. My role will be to analyze the investments and manage the operations. No activities will be done during regular business hours. There is not much volume of work truly involved in this entity, but again, it will be conducted outside of my business hours at Merrill. No clients or colleagues at Merrill are involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-30 |
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