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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States
100 Somerset Corporate Blvd Adp-Home Office, Bridgewater, NJ 08807 • United States
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown | PA | 04/2024 | 06/2025 |
| Sei Technology And Investment Solutions | Oaks | PA | 12/2023 | 03/2024 |
| Kutztown University | Kutztown | PA | 08/2019 | 05/2023 |
| Unemployed | Longport | NJ | 06/2023 | 11/2023 |
| Full Time Student | Richland | NJ | 01/2014 | 07/2019 |
| Galloway National Golf Club | Kutztown | PA | 06/2021 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 08/2025 | Present |
| Ufinancial Group | Philadelphia | PA | 09/2022 | 05/2023 |
| Bank Of America, N.A. | Bridgewater | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-13 |
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