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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
| GA | RA | APPROVED | 2025-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2024 | Present |
| Franklin Avenue Middle School | Franklin Lakes | NJ | 09/2014 | 09/2016 |
| Bergen Catholic High School | Oradell | NJ | 09/2016 | 09/2020 |
| Bowdoin College | Brunswick | ME | 09/2020 | 06/2024 |
| Threepoint Private Client Group | Paramus | NJ | 06/2024 | 08/2024 |
| Bank Of America, N.A. | Atlanta | GA | 10/2024 | Present |
I*2018297 Name of the other business: Pine Beach Properties LLC Whether the business is investment-relatedReal Estate InvestmentAddress of the other businessWyckoff NJ 07481Nature of the other businessReal Estate Holding CompanyYour positionMemberTitle, or relationship with the other businessMemberStart date of your relationship12/12/2023Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessSilent partner with family members. Brother is managing member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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