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240 Greenwich Street 9Th Floor East, New York, NY 10286-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-11 |
Branch Locations
500 Ross Street, Pittsburgh, PA 15262 • United States
Hoboken, NJ • United States
240 Greenwich Street, New York, NY 10286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Madison University | Harrisonburg | VA | 09/2013 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2017 | 12/2017 |
| Mbsc Securities Corporation | New York | NY | 01/2019 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2017 | 12/2018 |
| Newton | New York | NY | 05/2022 | Present |
[1] Employee of Newton - Discuss Bank-Managed collected investment trusts and/or institutional separately managed accounts managed by BNY Mellon IM Boutique
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
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