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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| NJ | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 12/2023 | 07/2025 |
| Mckee Risk Management | King Of Prussia | PA | 04/2023 | 11/2023 |
| Lifetime Landscaping And Hardscaping | Bloomfield | NJ | 03/2022 | 04/2023 |
| Chubb Limited | New York | NY | 10/2021 | 02/2022 |
| A-G Administrators | Berwyn | PA | 05/2019 | 04/2021 |
| Automated Data Processing | Parsippany | NJ | 05/2018 | 08/2018 |
| Lifetime Landscaping And Hardscaping | Bloomfield | NJ | 02/2021 | 09/2021 |
| Privacy Patrol Llc | Cranford | NJ | 03/2022 | 09/2022 |
| Whg Payroll Llc | Philadelphia | PA | 02/2019 | 05/2019 |
| Unemployed | Cranford | NJ | 09/2018 | 01/2019 |
| Unemployed | Cranford | NJ | 05/2021 | 05/2021 |
| Unemployed | Cranford | NJ | 12/2013 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Closter | NJ | 07/2025 | Present |
| Saint Joseph's University | Philadelphia | PA | 08/2016 | 05/2020 |
| Bank Of America, N.A. | Closter | NJ | 09/2025 | Present |
I*3302268 Entity Type: Entity For Profit Name of OBA: Functional Patterns NJ Address: Glen Rock, New Jersey Investment Related: No Position, Title, Association: Employee Employee Start Date: 12/21/2025 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: Personal Training Train a few clients on Sundays
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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