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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| NJ | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delbarton School | Morristown | NJ | 06/2017 | 08/2017 |
| Delbarton School | Morristown | NJ | 06/2018 | 08/2018 |
| Friendly's | Convent | NJ | 06/2019 | 08/2019 |
| Virginia Tech | Blacksburg | VA | 08/2019 | 05/2023 |
| Delbarton School | Morristown | NJ | 05/2020 | 08/2020 |
| Delbarton School | Morristown | NJ | 05/2021 | 08/2021 |
| Fidelity Investments | Morristown | NJ | 06/2022 | 08/2022 |
| Fidelity Investments | Morristown | NJ | 06/2023 | 06/2025 |
| Delbarton High School | Morristown | NJ | 09/2015 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chester | NJ | 06/2025 | Present |
I*5189268, Entity Type: , Name of OBA: K S ADMIN EST OF C L, Address: Morristown, New Jersey, 07960, Investment Related: N, Position, Title, Association: Administrator, Employee Start Date: 01/27/2026, No Hours: 100 Yearly, No Hours during Trading: 5 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-10 |
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