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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
NJ RA APPROVED 2025-11-21
  • TX RA
    APPROVED
    Since 2026-01-06
  • NJ RA
    APPROVED
    Since 2025-11-21

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

1 Crossroads Dr, Bedminster, NJ 07921 • 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
Ameriprise Financial Services, Llc Bedminster NJ 09/2023 06/2025
Pnc Bank Gillette NJ 02/2022 09/2023
Homemaking Bridgewater NJ 09/2021 01/2022
Somerset Insurance Advisor Somerset NJ 10/2017 08/2021
Ogorzalek Family Agency Lebanon NJ 04/2017 07/2017
Unemployed Bridgewater NJ 06/2002 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedminster NJ 06/2025 Present
Allstate Insurance Somerset NJ 10/2017 07/2021
  • 09/2023 → 06/2025
    Ameriprise Financial Services, Llc
    Bedminster, NJ
  • 02/2022 → 09/2023
    Pnc Bank
    Gillette, NJ
  • 09/2021 → 01/2022
    Homemaking
    Bridgewater, NJ
  • 10/2017 → 08/2021
    Somerset Insurance Advisor
    Somerset, NJ
  • 04/2017 → 07/2017
    Ogorzalek Family Agency
    Lebanon, NJ
  • 06/2002 → 03/2017
    Unemployed
    Bridgewater, NJ
  • 06/2025 → Present
    Bedminster, NJ
  • 10/2017 → 07/2021
    Allstate Insurance
    Somerset, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18

View on SEC IAPD

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