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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-13 |
| NJ | RA | APPROVED | 2018-05-29 |
Branch Locations
194 Wood Ave S, Iselin, NJ 08830 • United States
75 Port City Lndg, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 06/2010 | Present |
| Bank Of America, N.A. | Red Bank | NJ | 06/2010 | Present |
I*2847277 Entity Type: Fiduciary role Name of OBA: T. H. Address: Middletown, New Jersey, 7748 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/11/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Power of Attorney/Parent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
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