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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-11 |
| NJ | RA | APPROVED | 2020-01-24 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
Short Hills, NJ • 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 | NY | 07/2015 | 01/2020 |
| Bank Of America, N.A. | New York | NY | 08/2015 | 01/2020 |
| Wells Fargo Clearing Services Llc | Short Hills | NJ | 01/2020 | Present |
PUBLIC PARTNERSHIPS, LLC, NOT INVT RELATED, BOSTON, MA, HOME SCHOOL TEACHER, START DATE 9/1/2020, 160 HRS PER MONTH, 0 HRS DURING TRADING, HOME SCHOOL TEACHING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-07 |
| S66 | Uniform Combined State Law Examination | 2012-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-30 |
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