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Current Employers
Simon Quick Advisors, Llc

360 Mt. Kemble Ave, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-02-25
  • NY RA
    APPROVED
    Since 2025-02-25

Branch Locations

1270 Avenue Of The Americas Suite 420, New York, NY 10020 • United States

360 Mt. Kemble Ave, Morristown, NJ 07960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 03/2018 02/2025
Mimeo New York NY 10/2016 03/2018
Bank Of America, N.A. New York NY 06/2018 02/2025
Unemployment Indianapolis IN 08/2016 10/2016
Simon Quick Advisors, Llc Morristown NJ 02/2025 Present
Previous Registrations
Other Businesses

HGC Investments, LLC Investment-related Address: 1503 Washington Street, Columbus IN, 47201 Nature of the other business- holding company for investments Position title- a member with minority ownership (10%), no management role Start date of your relationship- 1/25/2011 Approximate number of hours / month devoted - 0 Number of hours devote during securities trading hours - 0 Duties relating to the LLC- I am a 10% minority partner of the holding company for investments. Entity Type: Entity Charitable, Name of OBA: R and H H Foundation, Address: Columbus, Indiana 47201, Investment Related: Y, Position, Title, Association: Other, Employee Start Date: 09/30/2019, No Hours: 4, No Hours during trading: 4, Duties: Added as an authorized individual at Fidelity to assist communications between the directors, Robert and Helen Haddad and Fidelity. Discussed with Robert and Helen moving it over to Merrill. They agreed it made sense within 1-3 months.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-07
  • S66 Uniform Combined State Law Examination
    2018-08-07
Other Names
  • Mcclain Bishop

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