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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-25 |
| NJ | RA | APPROVED | 2026-06-24 |
Branch Locations
1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2018 | 03/2021 |
| Wawa | Medford | NJ | 06/2017 | 01/2018 |
| Neil's Handyman Service | Medford | NJ | 03/2016 | 01/2018 |
| Rutgers University | Camden | NJ | 09/2015 | 12/2017 |
| Bank Of America, N.A. / Merrill Edge | Pennington | NJ | 01/2018 | 03/2021 |
| Jpmorgan Chase Bank, N.A. | Cherry Hill | NJ | 05/2021 | 10/2021 |
| J.P. Morgan Securities Llc | Cherry Hill | NJ | 05/2021 | 10/2021 |
| Unemployed | Mount Laurel | NJ | 04/2021 | 04/2021 |
| Fidelity Investments | Mount Laurel | NJ | 10/2021 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Wawa | Medford | NJ | 01/2024 | 01/2025 |
| Kestra Investment Services, Llc | Marmora | NJ | 04/2025 | 04/2026 |
| Kestra Advisory Services, Llc | Marmora | NJ | 04/2025 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2026 | Present |
| Bank Of America, N.A. | Pennington | NJ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
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